+1,311.3%
MU vs LULU
-75.6%
+1,386.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.8% | -2.1% | -4.4% |
| 7D | +2.0% | -20.4% | +22.4% | +5.5% |
| 30D | +12.5% | -22.9% | +35.4% | +16.8% |
| 3M | +9.6% | -18.5% | +28.1% | +11.8% |
| 6M | +142.6% | -41.8% | +184.4% | +168.1% |
| YTD | +242.7% | -53.4% | +296.0% | +298.1% |
| 1Y | +599.3% | -40.9% | +640.2% | +657.1% |
| All | +1,311.3% | -75.6% | +1,386.9% | +1,685.0% |
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