+746.4%
TEAM vs LULU
+112.4%
+633.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +2.2% |
| 7D | -4.7% | -16.9% | +12.3% | +2.5% |
| 30D | +17.0% | -22.0% | +39.0% | +28.9% |
| 3M | +85.9% | -17.8% | +103.7% | +101.2% |
| 6M | +116.7% | -41.3% | +157.9% | +168.5% |
| YTD | +9.6% | -52.0% | +61.6% | +48.4% |
| 1Y | -2.5% | -39.8% | +37.3% | +18.5% |
| 3Y | -14.0% | -74.8% | +60.9% | +44.3% |
| 5Y | -53.1% | -76.3% | +23.2% | -20.9% |
| 10Y | +502.9% | +53.9% | +449.0% | +514.8% |
| All | +746.4% | +112.4% | +633.9% | +848.7% |
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 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