+1,786.0%
AXON vs LULU
+50.4%
+1,735.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.6% | -1.3% |
| 7D | -11.0% | -20.4% | +9.4% | -4.3% |
| 30D | -24.7% | -22.9% | -1.9% | -18.2% |
| 3M | +7.0% | -18.5% | +25.5% | +14.0% |
| 6M | -9.6% | -41.8% | +32.1% | +7.2% |
| YTD | -15.7% | -53.4% | +37.7% | +7.6% |
| 1Y | -35.9% | -40.9% | +4.9% | -25.4% |
| 3Y | +123.0% | -75.6% | +198.6% | +229.4% |
| 5Y | +166.3% | -77.2% | +243.5% | +290.7% |
| All | +1,786.0% | +50.4% | +1,735.6% | +2,020.8% |
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 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