+17.8%
AVGO vs LULU
-49.9%
+67.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.4% | +17.6% | -0.3% |
| 7D | -3.0% | -16.7% | +13.8% | -3.4% |
| 30D | -14.4% | -18.5% | +4.1% | -14.8% |
| 3M | -14.4% | -19.5% | +5.0% | -14.6% |
| 6M | +13.1% | -41.9% | +55.0% | +9.5% |
| YTD | +3.8% | -51.6% | +55.4% | -3.3% |
| 1Y | +17.8% | -51.2% | +69.0% | +7.7% |
| All | +17.8% | -49.9% | +67.7% | +7.7% |
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 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