+1,426.5%
LITE vs LULU
-74.6%
+1,501.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.8% | -3.2% |
| 7D | +22.6% | -6.5% | +29.1% | +23.8% |
| 30D | -36.8% | +10.7% | -47.5% | -38.0% |
| 3M | -33.0% | -13.6% | -19.4% | -32.0% |
| 6M | -37.1% | -16.5% | -20.5% | -36.0% |
| YTD | +69.5% | -49.7% | +119.2% | +98.5% |
| 1Y | +146.1% | -38.9% | +185.0% | +166.7% |
| All | +1,426.5% | -74.6% | +1,501.1% | +1,572.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling