-40.3%
LULU vs AMC
-11.2%
-29.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.1% | +1.8% |
| 7D | -1.6% | -7.2% | +5.5% | -1.1% |
| 30D | -18.1% | -2.8% | -15.4% | -18.1% |
| 3M | -18.8% | +7.9% | -26.7% | -21.1% |
| 6M | -39.2% | +119.6% | -158.8% | -47.3% |
| YTD | -52.4% | +57.7% | -110.1% | -56.8% |
| 1Y | -40.3% | -12.1% | -28.2% | -40.2% |
| All | -40.3% | -11.2% | -29.1% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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