+121.1%
MSTR vs LULU
-74.3%
+195.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.9% |
| 7D | -13.4% | -4.6% | -8.8% | -11.9% |
| 30D | -22.1% | +12.3% | -34.4% | -25.7% |
| 3M | +15.0% | -11.6% | +26.6% | +18.5% |
| 6M | -37.3% | -12.8% | -24.5% | -35.4% |
| YTD | -26.5% | -49.2% | +22.6% | -5.3% |
| 1Y | -46.5% | -37.7% | -8.7% | -37.5% |
| 3Y | +121.1% | -74.7% | +195.7% | +271.3% |
| All | +121.1% | -74.3% | +195.3% | +271.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling