+33.3%
MELI vs LULU
-75.0%
+108.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -0.9% |
| 7D | -4.1% | -1.6% | -2.5% | -3.8% |
| 30D | +3.8% | -18.1% | +21.9% | +7.2% |
| 3M | +17.8% | -18.8% | +36.6% | +21.7% |
| 6M | +7.4% | -39.2% | +46.6% | +16.2% |
| YTD | -5.8% | -52.4% | +46.6% | +5.5% |
| 1Y | -18.9% | -40.3% | +21.4% | -12.5% |
| 3Y | +33.3% | -75.1% | +108.4% | +58.8% |
| All | +33.3% | -75.0% | +108.4% | +58.8% |
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