-35.6%
SMCI vs LULU
-30.7%
-4.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.3% | -8.3% | -8.5% |
| 7D | -21.3% | +1.8% | -23.1% | -21.5% |
| 30D | -37.7% | +19.4% | -57.1% | -39.6% |
| 3M | -10.7% | -9.5% | -1.2% | -9.8% |
| 6M | -2.7% | -14.2% | +11.5% | +1.9% |
| YTD | -7.5% | -46.2% | +38.7% | +8.6% |
| 1Y | -35.6% | -33.3% | -2.3% | -32.8% |
| All | -35.6% | -30.7% | -4.9% | -32.8% |
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