+6,971.5%
BKNG vs LULU
+675.0%
+6,296.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.4% | +1.3% |
| 7D | -10.7% | -20.4% | +9.8% | -5.6% |
| 30D | -18.1% | -22.9% | +4.8% | -12.8% |
| 3M | +8.5% | -18.5% | +27.1% | +13.8% |
| 6M | -0.1% | -41.8% | +41.7% | +13.9% |
| YTD | -18.2% | -53.4% | +35.2% | -1.4% |
| 1Y | -19.9% | -40.9% | +21.0% | -9.6% |
| 3Y | +41.6% | -75.6% | +117.2% | +92.7% |
| 5Y | +93.1% | -77.2% | +170.3% | +160.6% |
| 10Y | +214.8% | +49.5% | +165.3% | +146.2% |
| All | +6,971.5% | +675.0% | +6,296.5% | +2,354.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling