+41.3%
SBUX vs LULU
-31.7%
+73.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.8% | -0.1% | +3.9% |
| 7D | +6.3% | +6.5% | -0.2% | +5.2% |
| 30D | +16.2% | +20.3% | -4.1% | +13.0% |
| 3M | +5.1% | -8.9% | +14.0% | +5.7% |
| 6M | +5.7% | -13.1% | +18.8% | +6.7% |
| YTD | +32.6% | -46.1% | +78.7% | +47.7% |
| 1Y | +41.3% | -30.3% | +71.6% | +38.0% |
| All | +41.3% | -31.7% | +73.0% | +38.0% |
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