+1,335.1%
MRVL vs LULU
+675.0%
+660.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -2.5% |
| 7D | +8.7% | -20.4% | +29.1% | +15.4% |
| 30D | +6.9% | -22.9% | +29.8% | +13.8% |
| 3M | -10.1% | -18.5% | +8.4% | -6.9% |
| 6M | +143.4% | -41.8% | +185.2% | +178.5% |
| YTD | +167.5% | -53.4% | +220.8% | +227.4% |
| 1Y | +239.0% | -40.9% | +279.9% | +282.0% |
| 3Y | +311.0% | -75.6% | +386.5% | +489.4% |
| 5Y | +278.0% | -77.2% | +355.2% | +452.3% |
| 10Y | +1,883.8% | +49.5% | +1,834.3% | +1,557.3% |
| All | +1,335.1% | +675.0% | +660.1% | +465.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling