-71.4%
OPEN vs LULU
-31.7%
-39.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.8% | +9.0% | +11.9% |
| 7D | +3.7% | +6.5% | -2.8% | +1.4% |
| 30D | -14.3% | +20.3% | -34.6% | -19.6% |
| 3M | -51.9% | -8.9% | -43.0% | -51.5% |
| 6M | -61.4% | -13.1% | -48.3% | -60.4% |
| YTD | -66.0% | -46.1% | -20.0% | -60.4% |
| 1Y | -71.4% | -30.3% | -41.1% | -75.8% |
| All | -71.4% | -31.7% | -39.7% | -75.8% |
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 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