-6.7%
SBUX vs LULU
-76.9%
+70.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -1.0% |
| 7D | -5.5% | -1.6% | -3.9% | -5.1% |
| 30D | -8.5% | -18.1% | +9.7% | -4.2% |
| 3M | -2.9% | -18.8% | +15.9% | +1.5% |
| 6M | -1.5% | -39.2% | +37.7% | +10.5% |
| YTD | +19.4% | -52.4% | +71.8% | +43.0% |
| 1Y | +22.9% | -40.3% | +63.2% | +37.2% |
| 3Y | +11.3% | -75.1% | +86.4% | +52.1% |
| All | -6.7% | -76.9% | +70.2% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling