+216.8%
LUNR vs LULU
-75.0%
+291.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.5% |
| 7D | -3.1% | -1.6% | -1.5% | -2.6% |
| 30D | -15.3% | -18.1% | +2.8% | -11.1% |
| 3M | -53.2% | -18.8% | -34.4% | -50.7% |
| 6M | -22.2% | -39.2% | +17.0% | -10.5% |
| YTD | -11.6% | -52.4% | +40.8% | +8.9% |
| 1Y | +68.4% | -40.3% | +108.7% | +89.7% |
| 3Y | +216.8% | -75.1% | +291.9% | +269.3% |
| All | +216.8% | -75.0% | +291.8% | +269.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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