+99.8%
MNST vs LULU
-76.8%
+176.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.8% | +1.8% |
| 7D | +1.6% | -4.6% | +6.3% | +2.3% |
| 30D | +5.1% | +12.3% | -7.2% | +3.4% |
| 3M | -0.5% | -11.6% | +11.2% | +0.7% |
| 6M | +8.1% | -12.8% | +21.0% | +9.3% |
| YTD | +21.2% | -49.2% | +70.4% | +31.6% |
| 1Y | +30.7% | -37.7% | +68.5% | +37.4% |
| 3Y | +67.3% | -74.7% | +142.0% | +99.1% |
| All | +99.8% | -76.8% | +176.6% | +116.5% |
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