-51.2%
LULU vs EAT
+37.5%
-88.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +0.6% | -18.0% | -17.5% |
| 7D | -16.7% | 0.0% | -16.7% | -16.8% |
| 30D | -18.5% | +1.9% | -20.4% | -19.1% |
| 3M | -19.5% | +68.7% | -88.1% | -28.5% |
| 6M | -41.9% | +66.9% | -108.8% | -48.3% |
| YTD | -51.6% | +60.4% | -112.0% | -57.0% |
| 1Y | -51.2% | +44.0% | -95.2% | -55.8% |
| All | -51.2% | +37.5% | -88.6% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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