+78.9%
UBER vs LULU
-76.9%
+155.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.0% |
| 7D | -5.4% | -1.6% | -3.8% | -4.9% |
| 30D | -4.9% | -18.1% | +13.2% | +1.0% |
| 3M | +3.0% | -18.8% | +21.8% | +9.6% |
| 6M | -4.4% | -39.2% | +34.8% | +12.0% |
| YTD | -12.3% | -52.4% | +40.1% | +11.9% |
| 1Y | -24.3% | -40.3% | +16.0% | -12.5% |
| 3Y | +46.4% | -75.1% | +121.5% | +124.3% |
| All | +78.9% | -76.9% | +155.8% | +172.3% |
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