-31.5%
RIVN vs LULU
-75.0%
+43.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -1.0% |
| 7D | +1.8% | -1.6% | +3.5% | +2.5% |
| 30D | +0.6% | -18.1% | +18.7% | +7.9% |
| 3M | +3.2% | -18.8% | +21.9% | +10.5% |
| 6M | -3.7% | -39.2% | +35.5% | +16.1% |
| YTD | -18.7% | -52.4% | +33.7% | +8.1% |
| 1Y | +14.7% | -40.3% | +55.0% | +40.0% |
| 3Y | -31.5% | -75.1% | +43.6% | +3.4% |
| All | -31.5% | -75.0% | +43.5% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling