+2,440.2%
STRL vs LULU
+725.5%
+1,714.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.7% | +2.5% |
| 7D | +10.1% | -12.6% | +22.7% | +13.2% |
| 30D | -8.2% | -19.7% | +11.5% | -3.8% |
| 3M | -43.7% | -12.2% | -31.5% | -43.0% |
| 6M | +27.1% | -39.3% | +66.5% | +42.2% |
| YTD | +64.0% | -50.3% | +114.3% | +92.5% |
| 1Y | +75.2% | -38.6% | +113.8% | +92.5% |
| 3Y | +539.9% | -74.0% | +613.9% | +749.3% |
| 5Y | +2,133.0% | -72.9% | +2,205.9% | +2,724.6% |
| 10Y | +7,178.3% | +56.2% | +7,122.1% | +5,246.8% |
| All | +2,440.2% | +725.5% | +1,714.7% | +836.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling