-35.9%
AXON vs LULU
-41.2%
+5.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.6% | -1.4% |
| 7D | -11.0% | -20.4% | +9.4% | -4.9% |
| 30D | -24.7% | -22.9% | -1.9% | -18.8% |
| 3M | +7.0% | -18.5% | +25.5% | +12.9% |
| 6M | -9.6% | -41.8% | +32.1% | +2.6% |
| YTD | -15.7% | -53.4% | +37.7% | -1.7% |
| 1Y | -35.9% | -40.9% | +4.9% | -24.6% |
| All | -35.9% | -41.2% | +5.2% | -24.6% |
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