+382.3%
APP vs LULU
-70.1%
+452.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.8% | +5.9% | +4.4% |
| 7D | +0.3% | -20.4% | +20.7% | +10.1% |
| 30D | -1.3% | -22.9% | +21.6% | +9.6% |
| 3M | -36.2% | -18.5% | -17.7% | -31.5% |
| 6M | -34.1% | -41.8% | +7.7% | -17.1% |
| YTD | -53.3% | -53.4% | +0.1% | -34.5% |
| 1Y | -44.5% | -40.9% | -3.7% | -32.2% |
| 3Y | +646.7% | -75.6% | +722.2% | +1,214.7% |
| 5Y | +306.4% | -77.2% | +383.7% | +600.8% |
| All | +382.3% | -70.1% | +452.5% | +583.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling