-39.8%
COIN vs LULU
-49.9%
+10.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -17.4% | +13.2% | +2.2% |
| 7D | +3.4% | -16.7% | +20.1% | +9.9% |
| 30D | +23.2% | -18.5% | +41.7% | +31.7% |
| 3M | +12.5% | -19.5% | +32.0% | +20.7% |
| 6M | -11.6% | -41.9% | +30.3% | +9.3% |
| YTD | -18.4% | -51.6% | +33.2% | +8.4% |
| 1Y | -39.8% | -51.2% | +11.4% | -23.5% |
| All | -39.8% | -49.9% | +10.1% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling