+980.0%
SMCI vs LULU
-76.9%
+1,056.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.5% |
| 7D | +1.3% | -1.6% | +2.9% | +2.0% |
| 30D | +6.6% | -18.1% | +24.7% | +12.9% |
| 3M | +25.4% | -18.8% | +44.2% | +31.5% |
| 6M | +26.1% | -39.2% | +65.3% | +49.3% |
| YTD | +37.0% | -52.4% | +89.4% | +78.0% |
| 1Y | -8.8% | -40.3% | +31.5% | +7.2% |
| 3Y | +44.6% | -75.1% | +119.7% | +128.6% |
| All | +980.0% | -76.9% | +1,056.9% | +1,674.3% |
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