+97.5%
REGN vs LULU
+53.6%
+43.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.6% | -1.9% |
| 7D | -5.6% | -1.6% | -4.0% | -5.3% |
| 30D | -2.0% | -18.1% | +16.2% | +1.1% |
| 3M | +28.0% | -18.8% | +46.7% | +31.9% |
| 6M | +1.2% | -39.2% | +40.4% | +9.1% |
| YTD | +1.6% | -52.4% | +54.0% | +14.2% |
| 1Y | +38.2% | -40.3% | +78.5% | +48.4% |
| 3Y | -5.4% | -75.1% | +69.7% | +15.6% |
| 5Y | +21.3% | -76.7% | +98.0% | +46.3% |
| All | +97.5% | +53.6% | +43.8% | +78.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling