+637.1%
LULU vs AVAV
+625.8%
+11.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +2.0% |
| 7D | -12.6% | +3.2% | -15.7% | -13.0% |
| 30D | -19.7% | -20.3% | +0.6% | -16.2% |
| 3M | -12.2% | -19.4% | +7.2% | -9.6% |
| 6M | -39.3% | -35.3% | -4.1% | -35.4% |
| YTD | -50.3% | -38.5% | -11.9% | -47.6% |
| 1Y | -38.6% | -37.2% | -1.4% | -36.4% |
| 3Y | -74.0% | +31.1% | -105.1% | -78.4% |
| 5Y | -72.9% | +41.0% | -113.9% | -79.2% |
| 10Y | +56.2% | +508.8% | -452.6% | -25.1% |
| All | +637.1% | +625.8% | +11.3% | +153.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling