+1,767.1%
ASML vs LULU
+52.0%
+1,715.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.8% |
| 7D | +2.8% | -16.9% | +19.8% | +8.6% |
| 30D | -0.2% | -22.0% | +21.7% | +7.4% |
| 3M | -2.6% | -17.8% | +15.2% | +2.0% |
| 6M | +27.9% | -41.3% | +69.1% | +51.0% |
| YTD | +62.4% | -52.0% | +114.4% | +105.6% |
| 1Y | +116.2% | -39.8% | +156.0% | +148.1% |
| 3Y | +182.4% | -74.8% | +257.2% | +327.0% |
| 5Y | +112.4% | -76.3% | +188.7% | +218.4% |
| 10Y | +1,767.1% | +53.9% | +1,713.2% | +1,824.7% |
| All | +1,767.1% | +52.0% | +1,715.0% | +1,824.7% |
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