-85.1%
OPEN vs LULU
-77.2%
-7.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.8% | -3.8% | -4.8% |
| 7D | -10.5% | -20.4% | +9.9% | +2.3% |
| 30D | -21.8% | -22.9% | +1.1% | -9.1% |
| 3M | -37.5% | -18.5% | -19.0% | -30.7% |
| 6M | -44.1% | -41.8% | -2.3% | -22.7% |
| YTD | -52.0% | -53.4% | +1.4% | -22.6% |
| 1Y | -52.2% | -40.9% | -11.3% | -36.9% |
| 3Y | -25.9% | -75.6% | +49.6% | +74.4% |
| 5Y | -85.1% | -77.2% | -7.8% | -65.0% |
| All | -85.1% | -77.2% | -7.9% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling