-25.9%
STRL vs LULU
-31.7%
+5.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +4.8% | -26.2% | -20.9% |
| 7D | -27.1% | +6.5% | -33.6% | -26.5% |
| 30D | -45.8% | +20.3% | -66.1% | -44.9% |
| 3M | -47.6% | -8.9% | -38.7% | -47.2% |
| 6M | -46.4% | -13.1% | -33.3% | -44.9% |
| YTD | -7.4% | -46.1% | +38.7% | -2.6% |
| 1Y | -25.9% | -30.3% | +4.4% | -35.6% |
| All | -25.9% | -31.7% | +5.8% | -35.6% |
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