+50.0%
LULU vs APTV
-16.1%
+66.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | -1.6% | -5.0% | +3.4% | +0.2% |
| 30D | -18.1% | -6.1% | -12.1% | -16.5% |
| 3M | -18.8% | -33.0% | +14.2% | -6.4% |
| 6M | -39.2% | -35.2% | -4.0% | -30.0% |
| YTD | -52.4% | -40.1% | -12.2% | -43.6% |
| 1Y | -40.3% | -45.6% | +5.3% | -26.7% |
| 3Y | -75.1% | -54.4% | -20.7% | -68.5% |
| 5Y | -76.7% | -68.9% | -7.8% | -66.9% |
| All | +50.0% | -16.1% | +66.1% | +40.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling