+1.1%
TEL vs LULU
-49.9%
+51.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -17.4% | +17.0% | +2.3% |
| 7D | +3.0% | -16.7% | +19.7% | +5.6% |
| 30D | -3.9% | -18.5% | +14.6% | -1.2% |
| 3M | -5.1% | -19.5% | +14.3% | -2.2% |
| 6M | +0.6% | -41.9% | +42.5% | +9.3% |
| YTD | -7.3% | -51.6% | +44.3% | +2.3% |
| 1Y | +1.1% | -51.2% | +52.3% | +10.0% |
| All | +1.1% | -49.9% | +51.1% | +10.0% |
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