-24.5%
KVUE vs LULU
-74.2%
+49.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | -0.3% |
| 7D | -5.1% | -1.6% | -3.5% | -5.0% |
| 30D | -6.3% | -18.1% | +11.8% | -4.8% |
| 3M | -0.5% | -18.8% | +18.3% | +1.0% |
| 6M | +3.1% | -39.2% | +42.3% | +7.1% |
| YTD | +6.7% | -52.4% | +59.1% | +13.0% |
| 1Y | -1.1% | -40.3% | +39.2% | +2.3% |
| 3Y | -8.7% | -75.1% | +66.4% | -3.1% |
| All | -24.5% | -74.2% | +49.7% | -20.3% |
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 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