+606.9%
LULU vs UUUU
-88.0%
+694.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.1% | +2.6% |
| 7D | -1.6% | -10.5% | +8.9% | -0.8% |
| 30D | -18.1% | -10.5% | -7.6% | -17.5% |
| 3M | -18.8% | -14.1% | -4.6% | -18.1% |
| 6M | -39.2% | -35.5% | -3.7% | -37.7% |
| YTD | -52.4% | -10.9% | -41.4% | -53.0% |
| 1Y | -40.3% | +3.4% | -43.7% | -42.6% |
| 3Y | -75.1% | +73.1% | -148.2% | -77.8% |
| 5Y | -76.7% | +87.1% | -163.9% | -79.9% |
| 10Y | +52.7% | +463.0% | -410.3% | +11.8% |
| All | +606.9% | -88.0% | +694.9% | +393.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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