+3,750.5%
AMD vs LULU
+745.2%
+3,005.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.1% | -9.9% | -9.1% |
| 7D | +18.9% | -4.6% | +23.6% | +20.7% |
| 30D | -6.4% | +12.3% | -18.7% | -10.9% |
| 3M | +10.6% | -11.6% | +22.2% | +12.9% |
| 6M | +19.9% | -12.8% | +32.7% | +21.9% |
| YTD | +149.4% | -49.2% | +198.5% | +203.1% |
| 1Y | +115.4% | -37.7% | +153.1% | +141.4% |
| 3Y | +357.3% | -74.7% | +431.9% | +573.9% |
| 5Y | +261.1% | -76.7% | +337.8% | +443.7% |
| 10Y | +7,883.0% | +82.7% | +7,800.3% | +5,921.0% |
| All | +3,750.5% | +745.2% | +3,005.3% | +1,202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling