+3,523.8%
AXON vs LULU
+704.9%
+2,818.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -17.4% | +13.2% | +1.5% |
| 7D | -14.2% | -16.7% | +2.6% | -9.3% |
| 30D | -15.4% | -18.5% | +3.1% | -10.1% |
| 3M | +0.5% | -19.5% | +19.9% | +7.0% |
| 6M | -9.5% | -41.9% | +32.4% | +6.6% |
| YTD | -9.2% | -51.6% | +42.4% | +13.1% |
| 1Y | -29.4% | -51.2% | +21.8% | -13.7% |
| 3Y | +139.4% | -75.1% | +214.5% | +243.1% |
| 5Y | +178.9% | -74.1% | +253.0% | +286.0% |
| 10Y | +1,840.8% | +46.7% | +1,794.1% | +1,387.4% |
| All | +3,523.8% | +704.9% | +2,818.9% | +922.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling