+904.6%
SBUX vs LULU
+675.0%
+229.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | 0.0% |
| 7D | -6.2% | -20.4% | +14.2% | -0.7% |
| 30D | -6.4% | -22.9% | +16.4% | -0.3% |
| 3M | +1.0% | -18.5% | +19.6% | +5.9% |
| 6M | -0.4% | -41.8% | +41.4% | +13.4% |
| YTD | +20.0% | -53.4% | +73.3% | +44.7% |
| 1Y | +22.8% | -40.9% | +63.7% | +37.9% |
| 3Y | +12.3% | -75.6% | +87.9% | +54.2% |
| 5Y | -6.4% | -77.2% | +70.8% | +27.4% |
| 10Y | +126.5% | +49.5% | +77.0% | +71.7% |
| All | +904.6% | +675.0% | +229.6% | +232.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling