+467.5%
LITE vs LULU
-41.2%
+508.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.8% | -2.5% | -5.7% |
| 7D | +10.4% | -20.4% | +30.9% | +7.6% |
| 30D | +14.0% | -22.9% | +36.9% | +11.5% |
| 3M | +9.7% | -18.5% | +28.2% | +8.0% |
| 6M | +39.2% | -41.8% | +81.0% | +42.5% |
| YTD | +153.9% | -53.4% | +207.2% | +162.2% |
| 1Y | +467.5% | -40.9% | +508.4% | +426.0% |
| All | +467.5% | -41.2% | +508.7% | +426.0% |
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