+287.2%
MSTR vs LULU
-74.8%
+362.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.5% |
| 7D | +7.7% | -16.9% | +24.7% | +14.7% |
| 30D | +36.3% | -22.0% | +58.3% | +48.1% |
| 3M | +13.4% | -17.8% | +31.2% | +20.0% |
| 6M | -4.5% | -41.3% | +36.8% | +15.8% |
| YTD | -12.7% | -52.0% | +39.3% | +15.5% |
| 1Y | -59.6% | -39.8% | -19.8% | -51.9% |
| All | +287.2% | -74.8% | +362.1% | +530.1% |
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