+15.1%
TEAM vs LULU
-31.7%
+46.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.8% | -5.4% | -2.3% |
| 7D | -13.7% | +6.5% | -20.2% | -15.8% |
| 30D | -3.4% | +20.3% | -23.8% | -10.4% |
| 3M | +72.1% | -8.9% | +81.0% | +77.6% |
| 6M | +103.8% | -13.1% | +116.9% | +112.4% |
| YTD | +17.1% | -46.1% | +63.2% | +44.5% |
| 1Y | +15.1% | -30.3% | +45.3% | +31.7% |
| All | +15.1% | -31.7% | +46.8% | +31.7% |
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 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