-13.7%
AXP vs LULU
-39.1%
+25.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.0% |
| 7D | -2.1% | -6.5% | +4.4% | -0.7% |
| 30D | +2.7% | +10.7% | -8.1% | +0.5% |
| 3M | -7.3% | -13.6% | +6.3% | -5.1% |
| 6M | +1.8% | -16.5% | +18.3% | +4.7% |
| YTD | -13.1% | -49.7% | +36.7% | +2.2% |
| 1Y | -13.7% | -38.9% | +25.2% | -7.1% |
| All | -13.7% | -39.1% | +25.4% | -7.1% |
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