+14.2%
LMT vs LULU
-39.6%
+53.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.2% |
| 7D | -0.2% | -1.6% | +1.4% | -0.1% |
| 30D | -13.1% | -18.1% | +5.1% | -12.2% |
| 3M | -3.9% | -18.8% | +14.9% | -3.0% |
| 6M | -18.3% | -39.2% | +20.9% | -17.1% |
| YTD | +10.3% | -52.4% | +62.7% | +10.6% |
| 1Y | +14.2% | -40.3% | +54.5% | +15.5% |
| All | +14.2% | -39.6% | +53.9% | +15.5% |
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