+365.4%
STX vs LULU
-49.9%
+415.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -17.4% | +23.7% | +2.8% |
| 7D | +2.4% | -16.7% | +19.1% | -0.9% |
| 30D | +1.4% | -18.5% | +19.9% | -1.8% |
| 3M | -8.2% | -19.5% | +11.2% | -9.7% |
| 6M | +127.0% | -41.9% | +168.9% | +120.7% |
| YTD | +209.1% | -51.6% | +260.7% | +199.1% |
| 1Y | +365.4% | -51.2% | +416.6% | +350.6% |
| All | +365.4% | -49.9% | +415.3% | +350.6% |
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