-30.3%
LULU vs BB
+88.0%
-118.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +7.0% | -2.2% | +4.0% |
| 7D | +6.5% | -6.8% | +13.3% | +7.2% |
| 30D | +20.3% | -3.5% | +23.8% | +20.1% |
| 3M | -8.9% | -1.2% | -7.7% | -9.5% |
| 6M | -13.1% | +57.0% | -70.1% | -25.0% |
| YTD | -46.1% | +131.1% | -177.2% | -60.0% |
| 1Y | -30.3% | +87.6% | -117.8% | -45.8% |
| All | -30.3% | +88.0% | -118.2% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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