+84.6%
TGT vs LULU
-30.5%
+115.1%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.8% | +0.9% | +4.5% |
| 7D | +9.5% | +6.5% | +3.0% | +8.0% |
| 30D | +6.6% | +20.3% | -13.7% | +2.3% |
| 3M | +11.0% | -8.9% | +19.9% | +12.1% |
| 6M | +29.9% | -13.1% | +43.0% | +31.6% |
| YTD | +71.4% | -46.1% | +117.5% | +88.2% |
| All | +84.6% | -30.5% | +115.1% | +82.8% |
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