+170.5%
AXON vs LULU
-77.0%
+247.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.0% |
| 7D | -3.3% | -16.9% | +13.6% | +2.0% |
| 30D | -17.8% | -22.0% | +4.1% | -11.6% |
| 3M | +8.3% | -17.8% | +26.1% | +14.5% |
| 6M | -12.4% | -41.3% | +28.9% | +2.0% |
| YTD | -13.7% | -52.0% | +38.3% | +6.5% |
| 1Y | -33.1% | -39.8% | +6.8% | -23.5% |
| 3Y | +128.2% | -74.8% | +203.1% | +225.5% |
| 5Y | +170.5% | -76.3% | +246.8% | +292.2% |
| All | +170.5% | -77.0% | +247.5% | +292.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling