+161.5%
SLV vs LULU
-77.2%
+238.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.5% | -5.1% |
| 7D | -5.0% | -20.4% | +15.4% | -3.5% |
| 30D | -1.8% | -22.9% | +21.1% | -0.1% |
| 3M | -0.3% | -18.5% | +18.3% | +1.0% |
| 6M | -28.2% | -41.8% | +13.6% | -25.6% |
| YTD | -10.7% | -53.4% | +42.6% | -6.4% |
| 1Y | +53.7% | -40.9% | +94.6% | +58.4% |
| 3Y | +173.7% | -75.6% | +249.2% | +193.9% |
| 5Y | +161.5% | -77.2% | +238.7% | +167.2% |
| All | +161.5% | -77.2% | +238.6% | +167.2% |
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