-9.9%
RGTI vs LULU
-40.9%
+31.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | 0.0% |
| 7D | +0.5% | -1.6% | +2.1% | +1.0% |
| 30D | -17.1% | -18.1% | +1.0% | -12.5% |
| 3M | -26.0% | -18.8% | -7.2% | -20.9% |
| 6M | -9.9% | -39.2% | +29.3% | +14.4% |
| All | -9.9% | -40.9% | +31.0% | +14.4% |
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 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