-77.2%
LULU vs AVAV
+58.4%
-135.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.5% | -7.3% | -3.5% |
| 7D | -20.4% | -0.1% | -20.3% | -20.4% |
| 30D | -22.9% | -25.0% | +2.1% | -19.8% |
| 3M | -18.5% | -15.0% | -3.6% | -17.4% |
| 6M | -41.8% | -33.6% | -8.2% | -39.3% |
| YTD | -53.4% | -39.2% | -14.2% | -51.4% |
| 1Y | -40.9% | -40.5% | -0.4% | -38.7% |
| 3Y | -75.6% | +29.6% | -105.2% | -79.2% |
| 5Y | -77.2% | +56.7% | -133.9% | -82.8% |
| All | -77.2% | +58.4% | -135.7% | -82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling