+12.8%
TEAM vs LULU
-49.9%
+62.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -17.4% | +14.8% | +3.4% |
| 7D | -0.4% | -16.7% | +16.3% | +5.4% |
| 30D | +67.3% | -18.5% | +85.8% | +78.8% |
| 3M | +86.8% | -19.5% | +106.2% | +99.0% |
| 6M | +146.8% | -41.9% | +188.7% | +186.2% |
| YTD | +16.9% | -51.6% | +68.5% | +40.3% |
| 1Y | +12.8% | -51.2% | +64.0% | +29.9% |
| All | +12.8% | -49.9% | +62.7% | +29.9% |
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