+285.7%
GDXJ vs LULU
-75.0%
+360.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.8% |
| 7D | -2.8% | -1.6% | -1.2% | -2.6% |
| 30D | +5.0% | -18.1% | +23.1% | +7.1% |
| 3M | +24.1% | -18.8% | +42.8% | +26.7% |
| 6M | -7.4% | -39.2% | +31.9% | -2.9% |
| YTD | +10.2% | -52.4% | +62.6% | +17.2% |
| 1Y | +42.5% | -40.3% | +82.8% | +49.0% |
| 3Y | +285.7% | -75.1% | +360.8% | +324.9% |
| All | +285.7% | -75.0% | +360.7% | +324.9% |
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