+708.3%
TEL vs LULU
+675.0%
+33.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.8% |
| 7D | -2.3% | -20.4% | +18.2% | +3.5% |
| 30D | -6.1% | -22.9% | +16.8% | +0.1% |
| 3M | +1.7% | -18.5% | +20.2% | +6.4% |
| 6M | +1.6% | -41.8% | +43.4% | +16.2% |
| YTD | -9.1% | -53.4% | +44.3% | +10.4% |
| 1Y | -1.7% | -40.9% | +39.2% | +10.9% |
| 3Y | +67.3% | -75.6% | +142.9% | +130.7% |
| 5Y | +52.1% | -77.2% | +129.3% | +108.0% |
| 10Y | +299.3% | +49.5% | +249.8% | +205.3% |
| All | +708.3% | +675.0% | +33.2% | +152.0% |
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 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