+196.3%
GDX vs LULU
+725.5%
-529.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.4% | -1.1% |
| 7D | +4.0% | -12.6% | +16.5% | +5.4% |
| 30D | +9.5% | -19.7% | +29.2% | +12.0% |
| 3M | +25.1% | -12.2% | +37.3% | +26.5% |
| 6M | -2.9% | -39.3% | +36.4% | +2.2% |
| YTD | +14.7% | -50.3% | +65.1% | +23.3% |
| 1Y | +47.4% | -38.6% | +86.0% | +54.3% |
| 3Y | +259.7% | -74.0% | +333.7% | +305.6% |
| 5Y | +227.7% | -72.9% | +300.6% | +261.1% |
| 10Y | +289.0% | +56.2% | +232.8% | +234.5% |
| All | +196.3% | +725.5% | -529.2% | +43.0% |
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 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