+539.5%
STRL vs LULU
-74.8%
+614.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -1.0% |
| 7D | +8.2% | -16.9% | +25.2% | +10.1% |
| 30D | -6.3% | -22.0% | +15.7% | -3.9% |
| 3M | -41.2% | -17.8% | -23.4% | -40.3% |
| 6M | +20.4% | -41.3% | +61.6% | +29.3% |
| YTD | +61.7% | -52.0% | +113.7% | +79.1% |
| 1Y | +72.7% | -39.8% | +112.5% | +82.5% |
| All | +539.5% | -74.8% | +614.3% | +649.0% |
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 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