+257.0%
DXCM vs LULU
+53.6%
+203.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -3.9% | -2.5% |
| 7D | -5.5% | -1.6% | -3.9% | -5.1% |
| 30D | -8.6% | -18.1% | +9.6% | -2.6% |
| 3M | +10.3% | -18.8% | +29.1% | +17.7% |
| 6M | +25.2% | -39.2% | +64.4% | +47.2% |
| YTD | +25.1% | -52.4% | +77.5% | +60.1% |
| 1Y | +9.2% | -40.3% | +49.6% | +26.8% |
| 3Y | -22.6% | -75.1% | +52.5% | +16.2% |
| 5Y | -39.5% | -76.7% | +37.2% | -9.7% |
| All | +257.0% | +53.6% | +203.4% | +248.1% |
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