-74.9%
LULU vs AVAV
+24.3%
-99.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.4% | +2.0% | -2.8% |
| 7D | -16.9% | -3.2% | -13.8% | -16.6% |
| 30D | -22.0% | -25.6% | +3.6% | -19.6% |
| 3M | -17.8% | -20.2% | +2.4% | -16.3% |
| 6M | -41.3% | -38.1% | -3.2% | -38.9% |
| YTD | -52.0% | -41.8% | -10.2% | -50.1% |
| 1Y | -39.8% | -39.0% | -0.8% | -38.1% |
| All | -74.9% | +24.3% | -99.2% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling