+220.4%
GDXJ vs LULU
-76.9%
+297.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.6% |
| 3M | +24.1% | -18.8% | +42.8% | +27.2% |
| 6M | -7.4% | -39.2% | +31.9% | -1.5% |
| YTD | +10.2% | -52.4% | +62.6% | +20.4% |
| 1Y | +42.5% | -40.3% | +82.8% | +51.0% |
| 3Y | +285.7% | -75.1% | +360.8% | +347.5% |
| All | +220.4% | -76.9% | +297.3% | +242.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling