+325.3%
STX vs LULU
-39.6%
+364.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.2% | -5.9% | -3.3% |
| 7D | -2.3% | -1.6% | -0.6% | -2.6% |
| 30D | -5.5% | -18.1% | +12.6% | -8.8% |
| 3M | -4.3% | -18.8% | +14.5% | -6.3% |
| 6M | +115.6% | -39.2% | +154.8% | +110.5% |
| YTD | +202.2% | -52.4% | +254.6% | +193.7% |
| 1Y | +325.3% | -40.3% | +365.6% | +296.5% |
| All | +325.3% | -39.6% | +364.9% | +296.5% |
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