+33.0%
TMUS vs LULU
-74.8%
+107.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.3% |
| 7D | -5.3% | -16.9% | +11.6% | -4.8% |
| 30D | +0.1% | -22.0% | +22.1% | +0.8% |
| 3M | -0.6% | -17.8% | +17.2% | -0.1% |
| 6M | -17.5% | -41.3% | +23.7% | -17.0% |
| YTD | -11.3% | -52.0% | +40.8% | -10.2% |
| 1Y | -25.4% | -39.8% | +14.4% | -25.1% |
| All | +33.0% | -74.8% | +107.8% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling