-33.3%
LULU vs BBY
+31.8%
-65.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.7% | +0.4% |
| 7D | +1.8% | -1.0% | +2.8% | +2.0% |
| 30D | +19.4% | +17.1% | +2.3% | +13.8% |
| 3M | -9.5% | +18.9% | -28.4% | -14.3% |
| 6M | -14.2% | +77.7% | -91.9% | -30.0% |
| YTD | -46.2% | +54.4% | -100.6% | -53.5% |
| 1Y | -33.3% | +29.4% | -62.8% | -36.8% |
| All | -33.3% | +31.8% | -65.1% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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