-39.8%
SNAP vs LULU
-75.0%
+35.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +1.9% |
| 7D | +3.8% | -1.6% | +5.5% | +4.5% |
| 30D | +9.2% | -18.1% | +27.3% | +18.2% |
| 3M | +6.6% | -18.8% | +25.3% | +15.5% |
| 6M | +16.9% | -39.2% | +56.1% | +43.8% |
| YTD | -29.6% | -52.4% | +22.8% | -3.9% |
| 1Y | -22.1% | -40.3% | +18.2% | -4.5% |
| 3Y | -39.8% | -75.1% | +35.3% | -11.5% |
| All | -39.8% | -75.0% | +35.2% | -11.5% |
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