-51.2%
LULU vs TRGP
+80.7%
-131.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.2% | -16.2% | -17.5% |
| 7D | -16.7% | +0.8% | -17.5% | -16.6% |
| 30D | -18.5% | +11.5% | -30.1% | -17.6% |
| 3M | -19.5% | +9.0% | -28.5% | -18.8% |
| 6M | -41.9% | +20.5% | -62.4% | -41.9% |
| YTD | -51.6% | +59.5% | -111.1% | -55.3% |
| 1Y | -51.2% | +77.9% | -129.1% | -57.7% |
| All | -51.2% | +80.7% | -131.9% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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