+208.1%
LRCX vs LULU
-49.9%
+258.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -17.4% | +22.5% | +5.5% |
| 7D | +1.9% | -16.7% | +18.6% | +2.2% |
| 30D | +0.1% | -18.5% | +18.6% | +0.6% |
| 3M | -8.5% | -19.5% | +11.0% | -7.1% |
| 6M | +38.1% | -41.9% | +80.0% | +45.3% |
| YTD | +80.1% | -51.6% | +131.7% | +91.2% |
| 1Y | +208.1% | -51.2% | +259.2% | +220.1% |
| All | +208.1% | -49.9% | +258.0% | +220.1% |
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