-73.5%
OPEN vs LULU
-39.6%
-33.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -1.0% |
| 7D | -11.4% | -1.6% | -9.8% | -11.0% |
| 30D | -20.1% | -18.1% | -1.9% | -16.0% |
| 3M | -37.6% | -18.8% | -18.8% | -34.5% |
| 6M | -47.1% | -39.2% | -7.9% | -39.5% |
| YTD | -52.1% | -52.4% | +0.2% | -41.0% |
| 1Y | -73.5% | -40.3% | -33.2% | -71.1% |
| All | -73.5% | -39.6% | -33.8% | -71.1% |
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 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