+14.7%
RTX vs LULU
-31.7%
+46.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.8% | -7.4% | -2.9% |
| 7D | +1.3% | +6.5% | -5.2% | +0.9% |
| 30D | +7.6% | +20.3% | -12.7% | +6.5% |
| 3M | -8.6% | -8.9% | +0.3% | -8.4% |
| 6M | +15.6% | -13.1% | +28.7% | +15.8% |
| YTD | +9.4% | -46.1% | +55.4% | +10.8% |
| 1Y | +14.7% | -30.3% | +44.9% | +13.9% |
| All | +14.7% | -31.7% | +46.4% | +13.9% |
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