+612.3%
LULU vs GEN
+315.8%
+296.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -16.9% | -2.9% | -14.0% | -15.8% |
| 30D | -22.0% | +2.1% | -24.0% | -22.6% |
| 3M | -17.8% | +19.7% | -37.5% | -23.7% |
| 6M | -41.3% | +33.3% | -74.5% | -48.3% |
| YTD | -52.0% | +11.1% | -63.1% | -54.6% |
| 1Y | -39.8% | +3.0% | -42.8% | -41.2% |
| 3Y | -74.8% | +57.9% | -132.7% | -79.9% |
| 5Y | -76.3% | +20.6% | -96.9% | -79.5% |
| 10Y | +53.9% | +153.2% | -99.4% | -17.9% |
| All | +612.3% | +315.8% | +296.5% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 all: compounded portfolio wealth divided by compounded GEN 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…
all analysis · Full analysis span regression · 6 months rolling