+1,337.5%
STX vs LULU
-75.6%
+1,413.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.2% | -2.5% |
| 7D | +8.0% | -20.4% | +28.4% | +9.4% |
| 30D | +5.1% | -22.9% | +28.0% | +6.7% |
| 3M | +5.8% | -18.5% | +24.3% | +6.3% |
| 6M | +124.9% | -41.8% | +166.7% | +138.3% |
| YTD | +213.9% | -53.4% | +267.3% | +245.0% |
| 1Y | +350.4% | -40.9% | +391.3% | +368.8% |
| All | +1,337.5% | -75.6% | +1,413.1% | +1,607.7% |
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 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