-4.4%
KVUE vs LULU
-49.9%
+45.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -17.4% | +16.3% | +1.4% |
| 7D | -2.2% | -16.7% | +14.5% | +0.1% |
| 30D | -3.7% | -18.5% | +14.9% | -1.1% |
| 3M | +12.3% | -19.5% | +31.7% | +14.9% |
| 6M | +5.4% | -41.9% | +47.3% | +13.4% |
| YTD | +12.4% | -51.6% | +64.0% | +25.1% |
| 1Y | -4.4% | -51.2% | +46.8% | +6.1% |
| All | -4.4% | -49.9% | +45.5% | +6.1% |
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