+27.1%
EOG vs LULU
-39.6%
+66.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | +0.2% |
| 7D | +1.5% | -1.6% | +3.1% | +1.3% |
| 30D | +2.9% | -18.1% | +21.1% | +1.1% |
| 3M | +8.7% | -18.8% | +27.5% | +6.9% |
| 6M | +12.9% | -39.2% | +52.1% | +8.5% |
| YTD | +43.8% | -52.4% | +96.2% | +38.0% |
| 1Y | +27.1% | -40.3% | +67.4% | +20.0% |
| All | +27.1% | -39.6% | +66.7% | +20.0% |
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