+178.2%
SOUN vs LULU
-75.0%
+253.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.4% |
| 7D | -7.1% | -1.6% | -5.5% | -6.4% |
| 30D | -15.4% | -18.1% | +2.7% | -8.1% |
| 3M | -10.6% | -18.8% | +8.2% | -2.9% |
| 6M | -19.6% | -39.2% | +19.6% | +1.0% |
| YTD | -37.2% | -52.4% | +15.2% | -10.4% |
| 1Y | -57.1% | -40.3% | -16.8% | -46.5% |
| 3Y | +178.2% | -75.1% | +253.3% | +477.1% |
| All | +178.2% | -75.0% | +253.3% | +477.1% |
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 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