+81.0%
BSX vs LULU
+53.6%
+27.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.7% |
| 7D | -10.1% | -1.6% | -8.5% | -9.8% |
| 30D | -16.4% | -18.1% | +1.7% | -13.7% |
| 3M | -8.9% | -18.8% | +9.9% | -5.9% |
| 6M | -38.3% | -39.2% | +0.9% | -33.1% |
| YTD | -54.9% | -52.4% | -2.5% | -49.0% |
| 1Y | -58.8% | -40.3% | -18.5% | -55.7% |
| 3Y | -21.2% | -75.1% | +53.9% | -2.2% |
| 5Y | -3.3% | -76.7% | +73.4% | +17.9% |
| All | +81.0% | +53.6% | +27.4% | +58.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling