+317.5%
TMUS vs LULU
+53.6%
+263.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.8% | +2.6% |
| 7D | +0.4% | -1.6% | +2.1% | +0.7% |
| 30D | +3.5% | -18.1% | +21.6% | +6.4% |
| 3M | -1.3% | -18.8% | +17.5% | +1.4% |
| 6M | -13.6% | -39.2% | +25.6% | -8.0% |
| YTD | -8.8% | -52.4% | +43.6% | +0.5% |
| 1Y | -22.9% | -40.3% | +17.4% | -18.3% |
| 3Y | +36.7% | -75.1% | +111.8% | +61.7% |
| 5Y | +46.6% | -76.7% | +123.3% | +70.7% |
| All | +317.5% | +53.6% | +263.9% | +274.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling