+4,193.4%
SMCI vs LULU
+691.8%
+3,501.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.7% |
| 7D | +1.3% | -1.6% | +2.9% | +1.8% |
| 30D | +6.6% | -18.1% | +24.7% | +11.7% |
| 3M | +25.4% | -18.8% | +44.2% | +30.3% |
| 6M | +26.1% | -39.2% | +65.3% | +43.2% |
| YTD | +37.0% | -52.4% | +89.4% | +66.9% |
| 1Y | -8.8% | -40.3% | +31.5% | +3.3% |
| 3Y | +44.6% | -75.1% | +119.7% | +103.6% |
| 5Y | +995.9% | -76.7% | +1,072.7% | +1,437.0% |
| 10Y | +1,801.4% | +52.7% | +1,748.6% | +1,455.6% |
| All | +4,193.4% | +691.8% | +3,501.6% | +1,798.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling