-52.3%
TEAM vs LULU
-76.9%
+24.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -1.1% |
| 7D | -5.2% | -1.6% | -3.6% | -4.6% |
| 30D | +15.8% | -18.1% | +33.9% | +26.9% |
| 3M | +101.5% | -18.8% | +120.2% | +122.9% |
| 6M | +138.2% | -39.2% | +177.4% | +203.6% |
| YTD | +10.8% | -52.4% | +63.2% | +61.8% |
| 1Y | +1.7% | -40.3% | +42.0% | +29.2% |
| 3Y | -16.0% | -75.1% | +59.1% | +61.1% |
| All | -52.3% | -76.9% | +24.6% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling