-2.7%
SMCI vs LULU
-49.9%
+47.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -17.4% | +21.9% | +7.1% |
| 7D | +6.8% | -16.7% | +23.5% | +9.2% |
| 30D | +30.6% | -18.5% | +49.1% | +33.7% |
| 3M | -15.6% | -19.5% | +3.9% | -12.4% |
| 6M | +21.3% | -41.9% | +63.2% | +37.1% |
| YTD | +35.3% | -51.6% | +86.8% | +54.4% |
| 1Y | -2.7% | -51.2% | +48.5% | +10.2% |
| All | -2.7% | -49.9% | +47.2% | +10.2% |
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 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