-55.4%
APP vs LULU
-31.7%
-23.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.8% | +5.9% | +9.4% |
| 7D | +4.5% | +6.5% | -2.0% | +3.0% |
| 30D | -3.6% | +20.3% | -23.9% | -7.9% |
| 3M | -35.3% | -8.9% | -26.3% | -34.5% |
| 6M | -42.8% | -13.1% | -29.7% | -41.4% |
| YTD | -59.7% | -46.1% | -13.6% | -53.7% |
| 1Y | -55.4% | -30.3% | -25.1% | -52.5% |
| All | -55.4% | -31.7% | -23.7% | -52.5% |
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