+44.6%
SMCI vs LULU
-75.0%
+119.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.6% |
| 7D | +1.3% | -1.6% | +2.9% | +1.9% |
| 30D | +6.6% | -18.1% | +24.7% | +12.0% |
| 3M | +25.4% | -18.8% | +44.2% | +30.8% |
| 6M | +26.1% | -39.2% | +65.3% | +47.1% |
| YTD | +37.0% | -52.4% | +89.4% | +73.5% |
| 1Y | -8.8% | -40.3% | +31.5% | +5.6% |
| 3Y | +44.6% | -75.1% | +119.7% | +111.4% |
| All | +44.6% | -75.0% | +119.6% | +111.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling