+305.3%
APLD vs LULU
-74.3%
+379.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -6.0% |
| 7D | +2.7% | -4.6% | +7.3% | +3.8% |
| 30D | -21.4% | +12.3% | -33.7% | -23.9% |
| 3M | -47.8% | -11.6% | -36.2% | -47.0% |
| 6M | -64.9% | -12.8% | -52.0% | -64.2% |
| YTD | -34.9% | -49.2% | +14.3% | -23.8% |
| 1Y | -30.7% | -37.7% | +7.0% | -25.5% |
| 3Y | +305.3% | -74.7% | +380.0% | +503.4% |
| All | +305.3% | -74.3% | +379.6% | +503.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling