-51.2%
LULU vs BAM
-8.8%
-42.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +0.6% | -18.0% | -17.7% |
| 7D | -16.7% | -2.0% | -14.7% | -15.9% |
| 30D | -18.5% | -2.9% | -15.6% | -17.6% |
| 3M | -19.5% | +9.4% | -28.8% | -23.8% |
| 6M | -41.9% | +10.8% | -52.7% | -45.6% |
| YTD | -51.6% | -0.4% | -51.1% | -51.9% |
| 1Y | -51.2% | -10.9% | -40.3% | -48.7% |
| All | -51.2% | -8.8% | -42.4% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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