-56.4%
MSTR vs LULU
-49.9%
-6.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -17.4% | +16.0% | +2.3% |
| 7D | +12.2% | -16.7% | +28.9% | +16.3% |
| 30D | +45.2% | -18.5% | +63.7% | +51.0% |
| 3M | +10.4% | -19.5% | +29.8% | +15.3% |
| 6M | -2.5% | -41.9% | +39.4% | +11.9% |
| YTD | -6.0% | -51.6% | +45.6% | +11.1% |
| 1Y | -56.4% | -51.2% | -5.2% | -50.2% |
| All | -56.4% | -49.9% | -6.5% | -50.2% |
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 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