+416.0%
LRCX vs LULU
-76.9%
+492.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.7% |
| 7D | -3.1% | -1.6% | -1.4% | -2.5% |
| 30D | -8.6% | -18.1% | +9.6% | -3.4% |
| 3M | -17.7% | -18.8% | +1.1% | -13.9% |
| 6M | +36.4% | -39.2% | +75.6% | +60.0% |
| YTD | +74.5% | -52.4% | +126.9% | +123.9% |
| 1Y | +159.4% | -40.3% | +199.7% | +199.0% |
| 3Y | +361.6% | -75.1% | +436.7% | +623.3% |
| All | +416.0% | -76.9% | +492.9% | +679.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling