+77.9%
MNST vs LULU
-77.0%
+154.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.6% | -0.3% |
| 7D | -3.6% | -16.9% | +13.4% | -1.4% |
| 30D | -6.3% | -22.0% | +15.7% | -3.4% |
| 3M | -5.0% | -17.8% | +12.9% | -2.9% |
| 6M | +13.1% | -41.3% | +54.4% | +20.6% |
| YTD | +11.8% | -52.0% | +63.8% | +22.4% |
| 1Y | +35.2% | -39.8% | +75.1% | +42.6% |
| 3Y | +52.0% | -74.8% | +126.8% | +79.8% |
| 5Y | +77.9% | -76.3% | +154.1% | +100.2% |
| All | +77.9% | -77.0% | +154.9% | +100.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling