+46.6%
ASML vs LULU
-32.9%
+79.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +6.2% |
| 7D | -0.8% | +4.4% | -5.2% | -0.9% |
| 30D | -14.9% | +19.1% | -34.0% | -15.1% |
| 3M | -13.0% | -12.5% | -0.5% | -11.7% |
| 6M | -4.7% | -14.2% | +9.5% | -2.3% |
| YTD | +42.3% | -45.8% | +88.2% | +48.8% |
| All | +46.6% | -32.9% | +79.5% | +54.8% |
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