Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • LULU vs ESTC✓SelectedUSD · ESTCLULU vs ESTC performance historyLatest closeAs of-17.38%09/04
Stock and ETF performance explorer

LULU vs ESTC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-51.2%
ESTC return
+7.3%
Excess return
-58.5%
Maximum drawdown
-53.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioESTCExcessAlpha
1D-17.4%-4.5%-12.9%-16.4%
7D-16.7%-8.1%-8.6%-15.2%
30D-18.5%+31.7%-50.2%-22.8%
3M-19.5%+41.1%-60.5%-24.9%
6M-41.9%+77.1%-119.0%-47.9%
YTD-51.6%+21.7%-73.3%-55.0%
1Y-51.2%+8.4%-59.6%-54.5%
All-51.2%+7.3%-58.5%-54.5%

Cumulative growth

Daily Returns

Daily percentage return beside ESTC.

Daily Out/Under-Performance

Portfolio return minus ESTC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ESTC 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 ESTC 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