+850.7%
APP vs LULU
-74.6%
+925.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | 0.0% | -2.0% |
| 7D | +10.6% | -6.5% | +17.1% | +12.6% |
| 30D | +44.6% | +10.7% | +33.9% | +40.6% |
| 3M | +29.6% | -13.6% | +43.2% | +33.4% |
| 6M | -19.8% | -16.5% | -3.3% | -16.9% |
| YTD | -41.6% | -49.7% | +8.2% | -30.4% |
| 1Y | -32.7% | -38.9% | +6.2% | -24.3% |
| All | +850.7% | -74.6% | +925.2% | +1,056.2% |
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