+0.3%
AXP vs LULU
-40.6%
+40.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -0.6% |
| 7D | -2.5% | -16.9% | +14.5% | +1.1% |
| 30D | -5.0% | -22.0% | +16.9% | -0.2% |
| 3M | +1.4% | -17.8% | +19.2% | +5.0% |
| 6M | +6.0% | -41.3% | +47.3% | +20.0% |
| YTD | -12.3% | -52.0% | +39.7% | +5.0% |
| 1Y | +0.3% | -39.8% | +40.1% | +10.7% |
| All | +0.3% | -40.6% | +40.9% | +10.7% |
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 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