+1,726.2%
BE vs LULU
-75.0%
+1,801.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.2% | +4.5% | +6.7% |
| 7D | +9.0% | -1.6% | +10.7% | +9.0% |
| 30D | +16.3% | -18.1% | +34.4% | +16.0% |
| 3M | +10.8% | -18.8% | +29.6% | +10.7% |
| 6M | +73.2% | -39.2% | +112.4% | +76.5% |
| YTD | +217.4% | -52.4% | +269.7% | +229.9% |
| 1Y | +309.8% | -40.3% | +350.1% | +310.9% |
| 3Y | +1,726.2% | -75.1% | +1,801.3% | +1,738.3% |
| All | +1,726.2% | -75.0% | +1,801.2% | +1,738.3% |
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