-21.2%
BSX vs LULU
-75.0%
+53.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.4% |
| 7D | -10.1% | -1.6% | -8.5% | -10.0% |
| 30D | -16.4% | -18.1% | +1.7% | -15.6% |
| 3M | -8.9% | -18.8% | +9.9% | -8.0% |
| 6M | -38.3% | -39.2% | +0.9% | -36.8% |
| YTD | -54.9% | -52.4% | -2.5% | -53.0% |
| 1Y | -58.8% | -40.3% | -18.5% | -58.0% |
| 3Y | -21.2% | -75.1% | +53.9% | -17.4% |
| All | -21.2% | -75.0% | +53.8% | -17.4% |
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