+2,587.6%
AXTI vs LULU
-75.0%
+2,662.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | -0.5% |
| 7D | +5.1% | -1.6% | +6.7% | +5.6% |
| 30D | -17.5% | -18.1% | +0.7% | -14.5% |
| 3M | -26.7% | -18.8% | -7.9% | -24.5% |
| 6M | +36.8% | -39.2% | +76.0% | +58.2% |
| YTD | +296.1% | -52.4% | +348.5% | +403.1% |
| 1Y | +1,810.6% | -40.3% | +1,850.9% | +2,083.3% |
| 3Y | +2,587.6% | -75.1% | +2,662.6% | +4,288.2% |
| All | +2,587.6% | -75.0% | +2,662.6% | +4,288.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling