+618.6%
LULU vs LSCC
+2,058.3%
-1,439.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +2.0% | -19.4% | -18.0% |
| 7D | -16.7% | +1.3% | -18.0% | -17.2% |
| 30D | -18.5% | -9.7% | -8.9% | -16.4% |
| 3M | -19.5% | -23.7% | +4.2% | -14.8% |
| 6M | -41.9% | +26.5% | -68.4% | -48.5% |
| YTD | -51.6% | +57.5% | -109.1% | -60.6% |
| 1Y | -51.2% | +75.7% | -126.9% | -62.0% |
| 3Y | -75.1% | +19.5% | -94.6% | -79.8% |
| 5Y | -74.1% | +83.8% | -157.9% | -82.7% |
| 10Y | +46.7% | +1,772.4% | -1,725.6% | -60.6% |
| All | +618.6% | +2,058.3% | -1,439.6% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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