+129.8%
AXON vs LULU
-74.8%
+204.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.4% |
| 7D | -3.3% | -16.9% | +13.6% | -0.2% |
| 30D | -17.8% | -22.0% | +4.1% | -14.3% |
| 3M | +8.3% | -17.8% | +26.1% | +11.8% |
| 6M | -12.4% | -41.3% | +28.9% | -5.3% |
| YTD | -13.7% | -52.0% | +38.3% | -4.5% |
| 1Y | -33.1% | -39.8% | +6.8% | -28.0% |
| All | +129.8% | -74.8% | +204.7% | +164.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling