+499.5%
MRNA vs LULU
-49.9%
+549.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -17.4% | +15.1% | +3.3% |
| 7D | +5.5% | -16.7% | +22.2% | +11.0% |
| 30D | +158.7% | -18.5% | +177.3% | +173.9% |
| 3M | +182.1% | -19.5% | +201.6% | +198.8% |
| 6M | +151.8% | -41.9% | +193.7% | +187.0% |
| YTD | +393.6% | -51.6% | +445.1% | +481.5% |
| 1Y | +499.5% | -51.2% | +550.6% | +589.0% |
| All | +499.5% | -49.9% | +549.4% | +589.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling