+12.5%
RIVN vs LULU
-31.7%
+44.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.8% | +1.0% | +3.6% |
| 7D | +20.5% | +6.5% | +14.0% | +16.8% |
| 30D | -3.7% | +20.3% | -24.0% | -12.6% |
| 3M | -10.8% | -8.9% | -1.9% | -7.6% |
| 6M | -3.1% | -13.1% | +10.0% | +3.1% |
| YTD | -28.7% | -46.1% | +17.4% | +10.7% |
| 1Y | +12.5% | -30.3% | +42.7% | +19.5% |
| All | +12.5% | -31.7% | +44.2% | +19.5% |
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