-35.9%
APP vs LULU
-49.9%
+14.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -17.4% | +19.6% | +5.8% |
| 7D | +0.9% | -16.7% | +17.6% | +4.2% |
| 30D | -23.3% | -18.5% | -4.7% | -20.4% |
| 3M | -42.6% | -19.5% | -23.2% | -40.6% |
| 6M | -33.6% | -41.9% | +8.3% | -25.1% |
| YTD | -52.4% | -51.6% | -0.8% | -45.0% |
| 1Y | -35.9% | -51.2% | +15.3% | -25.8% |
| All | -35.9% | -49.9% | +14.0% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling