+279.2%
RTX vs LULU
+53.6%
+225.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.6% |
| 7D | -1.5% | -1.6% | +0.1% | -1.3% |
| 30D | -11.0% | -18.1% | +7.2% | -8.4% |
| 3M | +7.7% | -18.8% | +26.4% | +10.7% |
| 6M | -3.9% | -39.2% | +35.3% | +3.2% |
| YTD | +9.0% | -52.4% | +61.3% | +21.5% |
| 1Y | +27.3% | -40.3% | +67.6% | +36.1% |
| 3Y | +172.9% | -75.1% | +248.0% | +228.3% |
| 5Y | +165.2% | -76.7% | +241.9% | +214.1% |
| All | +279.2% | +53.6% | +225.6% | +242.4% |
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