+7,636.7%
STX vs LULU
+725.5%
+6,911.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | +5.8% |
| 7D | +10.7% | -12.6% | +23.3% | +13.6% |
| 30D | +11.3% | -19.7% | +31.0% | +16.2% |
| 3M | +3.2% | -12.2% | +15.4% | +4.0% |
| 6M | +157.0% | -39.3% | +196.3% | +183.8% |
| YTD | +229.2% | -50.3% | +279.6% | +281.2% |
| 1Y | +381.8% | -38.6% | +420.5% | +422.6% |
| 3Y | +1,383.2% | -74.0% | +1,457.1% | +1,841.6% |
| 5Y | +1,144.9% | -72.9% | +1,217.8% | +1,472.3% |
| 10Y | +3,676.0% | +56.2% | +3,619.9% | +2,733.3% |
| All | +7,636.7% | +725.5% | +6,911.2% | +2,414.3% |
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