+7,285.0%
STRL vs LULU
+53.6%
+7,231.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.8% |
| 7D | +5.0% | -1.6% | +6.7% | +5.5% |
| 30D | -6.9% | -18.1% | +11.2% | -3.1% |
| 3M | -39.1% | -18.8% | -20.3% | -37.0% |
| 6M | +21.5% | -39.2% | +60.7% | +35.9% |
| YTD | +66.9% | -52.4% | +119.3% | +98.7% |
| 1Y | +61.6% | -40.3% | +101.9% | +78.9% |
| 3Y | +560.0% | -75.1% | +635.1% | +793.5% |
| 5Y | +2,238.9% | -76.7% | +2,315.6% | +3,013.9% |
| All | +7,285.0% | +53.6% | +7,231.4% | +5,487.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling