+296.0%
GDX vs LULU
+53.6%
+242.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.0% | +0.9% |
| 7D | -2.2% | -1.6% | -0.5% | -2.0% |
| 30D | +6.8% | -18.1% | +24.9% | +8.5% |
| 3M | +24.9% | -18.8% | +43.7% | +26.9% |
| 6M | -4.2% | -39.2% | +35.0% | -0.4% |
| YTD | +13.2% | -52.4% | +65.6% | +19.9% |
| 1Y | +40.2% | -40.3% | +80.5% | +45.5% |
| 3Y | +249.6% | -75.1% | +324.7% | +284.3% |
| 5Y | +230.4% | -76.7% | +307.1% | +259.5% |
| All | +296.0% | +53.6% | +242.4% | +319.8% |
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