+1.7%
TEAM vs LULU
-39.6%
+41.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.8% |
| 7D | -5.2% | -1.6% | -3.6% | -4.8% |
| 30D | +15.8% | -18.1% | +33.9% | +24.5% |
| 3M | +101.5% | -18.8% | +120.2% | +117.5% |
| 6M | +138.2% | -39.2% | +177.4% | +186.3% |
| YTD | +10.8% | -52.4% | +63.2% | +47.4% |
| 1Y | +1.7% | -40.3% | +42.0% | +23.6% |
| All | +1.7% | -39.6% | +41.3% | +23.6% |
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