+72.4%
UBER vs LULU
-43.0%
+115.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.2% |
| 7D | -5.4% | -1.6% | -3.8% | -4.8% |
| 30D | -4.9% | -18.1% | +13.2% | +2.4% |
| 3M | +3.0% | -18.8% | +21.8% | +11.2% |
| 6M | -4.4% | -39.2% | +34.8% | +16.1% |
| YTD | -12.3% | -52.4% | +40.1% | +18.1% |
| 1Y | -24.3% | -40.3% | +16.0% | -9.7% |
| 3Y | +46.4% | -75.1% | +121.5% | +143.5% |
| 5Y | +79.7% | -76.7% | +156.4% | +194.6% |
| All | +72.4% | -43.0% | +115.4% | +16.1% |
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 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