+245.7%
GDX vs LULU
-75.6%
+321.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.6% | -3.2% |
| 7D | -5.4% | -20.4% | +15.1% | -3.7% |
| 30D | +6.6% | -22.9% | +29.4% | +8.6% |
| 3M | +30.1% | -18.5% | +48.6% | +32.0% |
| 6M | -7.1% | -41.8% | +34.7% | -3.9% |
| YTD | +12.0% | -53.4% | +65.3% | +16.6% |
| 1Y | +41.2% | -40.9% | +82.1% | +45.6% |
| All | +245.7% | -75.6% | +321.3% | +268.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling