+265.1%
MU vs LULU
-31.7%
+296.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.8% | -11.8% | -6.6% |
| 7D | -19.1% | +6.5% | -25.6% | -18.7% |
| 30D | -25.2% | +20.3% | -45.6% | -24.4% |
| 3M | -10.9% | -8.9% | -2.0% | -10.7% |
| 6M | +38.0% | -13.1% | +51.1% | +41.3% |
| YTD | +178.8% | -46.1% | +224.9% | +201.6% |
| 1Y | +265.1% | -30.3% | +295.4% | +218.4% |
| All | +265.1% | -31.7% | +296.9% | +218.4% |
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