+1,450.8%
EQIX vs LULU
+675.0%
+775.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.2% |
| 7D | -1.6% | -20.4% | +18.8% | +3.4% |
| 30D | -0.4% | -22.9% | +22.5% | +5.2% |
| 3M | -0.9% | -18.5% | +17.6% | +2.9% |
| 6M | +8.1% | -41.8% | +49.9% | +20.9% |
| YTD | +35.7% | -53.4% | +89.0% | +59.3% |
| 1Y | +34.0% | -40.9% | +74.9% | +47.3% |
| 3Y | +41.4% | -75.6% | +117.0% | +85.2% |
| 5Y | +34.0% | -77.2% | +111.2% | +72.9% |
| 10Y | +242.4% | +49.5% | +192.8% | +147.2% |
| All | +1,450.8% | +675.0% | +775.8% | +394.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling