+67.3%
MNST vs LULU
-74.3%
+141.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.8% | +1.9% |
| 7D | +1.6% | -4.6% | +6.3% | +2.0% |
| 30D | +5.1% | +12.3% | -7.2% | +4.2% |
| 3M | -0.5% | -11.6% | +11.2% | +0.1% |
| 6M | +8.1% | -12.8% | +21.0% | +8.7% |
| YTD | +21.2% | -49.2% | +70.4% | +26.1% |
| 1Y | +30.7% | -37.7% | +68.5% | +33.8% |
| 3Y | +67.3% | -74.7% | +142.0% | +85.2% |
| All | +67.3% | -74.3% | +141.6% | +85.2% |
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