-51.2%
LULU vs APA
+94.6%
-145.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -3.2% | -14.2% | -17.5% |
| 7D | -16.7% | +0.5% | -17.3% | -16.6% |
| 30D | -18.5% | +23.4% | -41.9% | -17.2% |
| 3M | -19.5% | +12.7% | -32.2% | -18.3% |
| 6M | -41.9% | +39.4% | -81.3% | -43.0% |
| YTD | -51.6% | +79.0% | -130.5% | -53.9% |
| 1Y | -51.2% | +88.8% | -140.0% | -54.2% |
| All | -51.2% | +94.6% | -145.8% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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