+467.1%
AXP vs LULU
+52.0%
+415.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -0.4% |
| 7D | -2.5% | -16.9% | +14.5% | +2.1% |
| 30D | -5.0% | -22.0% | +16.9% | +1.0% |
| 3M | +1.4% | -17.8% | +19.2% | +6.0% |
| 6M | +6.0% | -41.3% | +47.3% | +21.1% |
| YTD | -12.3% | -52.0% | +39.7% | +5.8% |
| 1Y | +0.3% | -39.8% | +40.1% | +12.9% |
| 3Y | +111.7% | -74.8% | +186.5% | +191.0% |
| 5Y | +114.5% | -76.3% | +190.8% | +188.8% |
| 10Y | +467.1% | +53.9% | +413.2% | +442.8% |
| All | +467.1% | +52.0% | +415.0% | +442.8% |
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