+262.9%
OKLO vs LULU
-73.3%
+336.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.2% | -11.3% | -9.5% |
| 7D | -12.2% | -1.6% | -10.6% | -12.0% |
| 30D | -19.7% | -18.1% | -1.6% | -17.7% |
| 3M | -37.4% | -18.8% | -18.6% | -35.8% |
| 6M | -42.3% | -39.2% | -3.1% | -38.2% |
| YTD | -49.5% | -52.4% | +2.8% | -43.9% |
| 1Y | -54.7% | -40.3% | -14.4% | -52.1% |
| 3Y | +249.6% | -75.1% | +324.7% | +312.3% |
| 5Y | +268.1% | -76.7% | +344.8% | +339.8% |
| All | +262.9% | -73.3% | +336.2% | +333.1% |
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 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