+40.2%
GDX vs LULU
-39.6%
+79.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.0% | +0.8% |
| 7D | -2.2% | -1.6% | -0.5% | -1.9% |
| 30D | +6.8% | -18.1% | +24.9% | +9.9% |
| 3M | +24.9% | -18.8% | +43.7% | +29.0% |
| 6M | -4.2% | -39.2% | +35.0% | +2.5% |
| YTD | +13.2% | -52.4% | +65.6% | +20.8% |
| 1Y | +40.2% | -40.3% | +80.5% | +48.6% |
| All | +40.2% | -39.6% | +79.8% | +48.6% |
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 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