+39.2%
SHEL vs LULU
-30.7%
+69.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -7.0% | +1.8% | -8.8% | -6.9% |
| 30D | +2.6% | +19.4% | -16.8% | +3.6% |
| 3M | +15.1% | -9.5% | +24.6% | +14.5% |
| 6M | +13.6% | -14.2% | +27.8% | +13.0% |
| YTD | +40.0% | -46.2% | +86.2% | +36.7% |
| 1Y | +39.2% | -33.3% | +72.5% | +35.0% |
| All | +39.2% | -30.7% | +69.9% | +35.0% |
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