+105.9%
OKTA vs LULU
-40.9%
+146.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -2.9% |
| 7D | -2.4% | -1.6% | -0.8% | -2.3% |
| 30D | +13.0% | -18.1% | +31.2% | +15.7% |
| 3M | +41.7% | -18.8% | +60.5% | +45.1% |
| 6M | +105.9% | -39.2% | +145.1% | +120.8% |
| All | +105.9% | -40.9% | +146.8% | +120.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling