+315.5%
ARM vs LULU
-74.7%
+390.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.1% |
| 7D | +12.5% | -16.9% | +29.5% | +18.4% |
| 30D | -1.4% | -22.0% | +20.6% | +5.7% |
| 3M | -18.7% | -17.8% | -0.8% | -15.1% |
| 6M | +124.6% | -41.3% | +165.9% | +164.7% |
| YTD | +141.7% | -52.0% | +193.7% | +207.1% |
| 1Y | +87.7% | -39.8% | +127.5% | +114.7% |
| All | +315.5% | -74.7% | +390.2% | +547.1% |
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