-75.1%
LULU vs BBAI
+64.9%
-140.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +2.0% |
| 7D | -1.6% | -1.7% | +0.1% | -1.5% |
| 30D | -18.1% | -12.0% | -6.2% | -17.4% |
| 3M | -18.8% | -30.7% | +11.9% | -16.9% |
| 6M | -39.2% | -30.7% | -8.5% | -38.0% |
| YTD | -52.4% | -46.9% | -5.5% | -50.8% |
| 1Y | -40.3% | -41.1% | +0.8% | -39.4% |
| 3Y | -75.1% | +65.9% | -141.0% | -79.3% |
| All | -75.1% | +64.9% | -140.0% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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