-87.1%
SNDQ vs LULU
-26.5%
-60.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -0.3% | +44.6% | +44.6% |
| 7D | +116.9% | +1.8% | +115.1% | +113.2% |
| 30D | +205.2% | +19.4% | +185.8% | +158.6% |
| 3M | +45.4% | -9.5% | +54.9% | +63.3% |
| 6M | -66.2% | -14.2% | -52.1% | -69.8% |
| All | -87.1% | -26.5% | -60.6% | -88.5% |
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 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