-51.2%
LULU vs APTV
-39.9%
-11.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +3.1% | -20.4% | -18.0% |
| 7D | -16.7% | +4.8% | -21.5% | -17.7% |
| 30D | -18.5% | +2.0% | -20.5% | -19.1% |
| 3M | -19.5% | -34.2% | +14.8% | -10.9% |
| 6M | -41.9% | -34.7% | -7.3% | -36.1% |
| YTD | -51.6% | -37.0% | -14.6% | -46.4% |
| 1Y | -51.2% | -40.4% | -10.8% | -46.7% |
| All | -51.2% | -39.9% | -11.3% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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