+41.9%
GILD vs LULU
-36.9%
+78.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.5% |
| 7D | -2.7% | -4.1% | +1.4% | -2.4% |
| 30D | +12.8% | +13.5% | -0.7% | +12.1% |
| 3M | +25.7% | -14.5% | +40.2% | +25.6% |
| 6M | +28.7% | -15.0% | +43.6% | +28.4% |
| YTD | +40.8% | -48.3% | +89.1% | +36.0% |
| 1Y | +41.9% | -36.7% | +78.6% | +35.3% |
| All | +41.9% | -36.9% | +78.8% | +35.3% |
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