-72.9%
SOUN vs LULU
-30.7%
-42.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -2.3% | +1.8% | -4.1% | -2.8% |
| 30D | -25.5% | +19.4% | -44.9% | -29.7% |
| 3M | -33.7% | -9.5% | -24.2% | -32.3% |
| 6M | -53.4% | -14.2% | -39.2% | -51.2% |
| YTD | -57.3% | -46.2% | -11.1% | -49.0% |
| 1Y | -72.9% | -33.3% | -39.6% | -73.3% |
| All | -72.9% | -30.7% | -42.2% | -73.3% |
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 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