+6,081.0%
LRCX vs LULU
+691.8%
+5,389.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.6% |
| 7D | -3.1% | -1.6% | -1.4% | -2.5% |
| 30D | -8.6% | -18.1% | +9.6% | -3.8% |
| 3M | -17.7% | -18.8% | +1.1% | -14.3% |
| 6M | +36.4% | -39.2% | +75.6% | +55.9% |
| YTD | +74.5% | -52.4% | +126.9% | +114.4% |
| 1Y | +159.4% | -40.3% | +199.7% | +193.8% |
| 3Y | +361.6% | -75.1% | +436.7% | +563.7% |
| 5Y | +425.2% | -76.7% | +502.0% | +660.1% |
| 10Y | +3,645.0% | +52.7% | +3,592.3% | +2,944.2% |
| All | +6,081.0% | +691.8% | +5,389.2% | +1,992.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling