+47.6%
TSLA vs LULU
-76.9%
+124.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | -0.4% |
| 7D | +3.2% | -1.6% | +4.8% | +3.9% |
| 30D | +11.6% | -18.1% | +29.7% | +20.5% |
| 3M | -8.4% | -18.8% | +10.3% | -1.4% |
| 6M | -10.4% | -39.2% | +28.8% | +8.6% |
| YTD | -18.7% | -52.4% | +33.6% | +9.1% |
| 1Y | -0.9% | -40.3% | +39.4% | +19.3% |
| 3Y | +33.6% | -75.1% | +108.7% | +123.0% |
| All | +47.6% | -76.9% | +124.4% | +138.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling