+1,827.9%
MSTR vs LULU
+704.9%
+1,123.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -17.4% | +16.0% | +4.0% |
| 7D | +12.2% | -16.7% | +28.9% | +18.1% |
| 30D | +45.2% | -18.5% | +63.7% | +53.2% |
| 3M | +10.4% | -19.5% | +29.8% | +16.3% |
| 6M | -2.5% | -41.9% | +39.4% | +13.2% |
| YTD | -6.0% | -51.6% | +45.6% | +15.7% |
| 1Y | -56.4% | -51.2% | -5.2% | -47.3% |
| 3Y | +306.3% | -75.1% | +381.4% | +491.6% |
| 5Y | +100.5% | -74.1% | +174.6% | +195.6% |
| 10Y | +741.1% | +46.7% | +694.4% | +704.9% |
| All | +1,827.9% | +704.9% | +1,123.0% | +1,062.7% |
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