+172.9%
RTX vs LULU
-75.0%
+247.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.3% |
| 7D | -1.5% | -1.6% | +0.1% | -1.5% |
| 30D | -11.0% | -18.1% | +7.2% | -10.4% |
| 3M | +7.7% | -18.8% | +26.4% | +8.4% |
| 6M | -3.9% | -39.2% | +35.3% | -2.5% |
| YTD | +9.0% | -52.4% | +61.3% | +11.3% |
| 1Y | +27.3% | -40.3% | +67.6% | +29.1% |
| 3Y | +172.9% | -75.1% | +248.0% | +177.8% |
| All | +172.9% | -75.0% | +247.9% | +177.8% |
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