+26.8%
AZN vs LULU
-75.0%
+101.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | +0.2% |
| 7D | -1.6% | -1.6% | +0.1% | -1.5% |
| 30D | +1.1% | -18.1% | +19.2% | +2.2% |
| 3M | -12.1% | -18.8% | +6.6% | -11.1% |
| 6M | -17.1% | -39.2% | +22.1% | -14.7% |
| YTD | -12.0% | -52.4% | +40.4% | -8.0% |
| 1Y | -0.2% | -40.3% | +40.1% | +2.7% |
| 3Y | +26.8% | -75.1% | +101.9% | +34.3% |
| All | +26.8% | -75.0% | +101.8% | +34.3% |
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