-75.1%
LULU vs BBY
+42.8%
-117.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.9% | +1.0% |
| 7D | -1.6% | +0.6% | -2.2% | -1.8% |
| 30D | -18.1% | +9.4% | -27.5% | -21.2% |
| 3M | -18.8% | +19.3% | -38.1% | -24.7% |
| 6M | -39.2% | +47.9% | -87.1% | -48.6% |
| YTD | -52.4% | +39.6% | -91.9% | -58.9% |
| 1Y | -40.3% | +22.2% | -62.5% | -45.8% |
| 3Y | -75.1% | +45.0% | -120.1% | -79.2% |
| All | -75.1% | +42.8% | -117.9% | -79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling