+248.7%
MNST vs LULU
+50.4%
+198.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.1% |
| 7D | -2.2% | -20.4% | +18.2% | +1.4% |
| 30D | -5.4% | -22.9% | +17.5% | -1.4% |
| 3M | -5.5% | -18.5% | +13.0% | -2.7% |
| 6M | +12.4% | -41.8% | +54.1% | +22.1% |
| YTD | +12.4% | -53.4% | +65.8% | +26.9% |
| 1Y | +37.2% | -40.9% | +78.1% | +47.4% |
| 3Y | +52.9% | -75.6% | +128.4% | +88.1% |
| 5Y | +79.7% | -77.2% | +156.9% | +117.4% |
| All | +248.7% | +50.4% | +198.3% | +227.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling