-75.1%
LULU vs OSCR
+401.8%
-476.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | -1.6% | +1.6% | -3.2% | -1.8% |
| 30D | -18.1% | +10.7% | -28.8% | -18.9% |
| 3M | -18.8% | +13.4% | -32.1% | -20.0% |
| 6M | -39.2% | +144.6% | -183.8% | -44.6% |
| YTD | -52.4% | +128.0% | -180.4% | -56.5% |
| 1Y | -40.3% | +68.7% | -109.0% | -44.4% |
| 3Y | -75.1% | +398.8% | -473.9% | -81.8% |
| All | -75.1% | +401.8% | -476.9% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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