+76.5%
TXN vs LULU
-75.0%
+151.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.7% | +3.6% |
| 7D | +4.0% | -1.6% | +5.6% | +4.1% |
| 30D | -2.9% | -18.1% | +15.3% | -1.0% |
| 3M | -9.1% | -18.8% | +9.7% | -7.4% |
| 6M | +36.6% | -39.2% | +75.8% | +44.5% |
| YTD | +57.5% | -52.4% | +109.9% | +75.0% |
| 1Y | +49.5% | -40.3% | +89.8% | +57.2% |
| 3Y | +76.5% | -75.1% | +151.6% | +104.1% |
| All | +76.5% | -75.0% | +151.6% | +104.1% |
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