+108.4%
FSLR vs LULU
-77.2%
+185.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.8% | +4.9% | +2.7% |
| 7D | -0.1% | -20.4% | +20.3% | +5.2% |
| 30D | -14.0% | -22.9% | +8.9% | -8.7% |
| 3M | -16.9% | -18.5% | +1.7% | -13.2% |
| 6M | +4.7% | -41.8% | +46.5% | +18.2% |
| YTD | -20.7% | -53.4% | +32.7% | -5.4% |
| 1Y | +1.7% | -40.9% | +42.5% | +13.1% |
| 3Y | +13.1% | -75.6% | +88.6% | +50.7% |
| 5Y | +108.4% | -77.2% | +185.6% | +174.0% |
| All | +108.4% | -77.2% | +185.6% | +174.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling