-49.8%
USAR vs LULU
-31.7%
-18.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.8% | -10.6% | -6.9% |
| 7D | -21.8% | +6.5% | -28.3% | -22.9% |
| 30D | -39.9% | +20.3% | -60.2% | -42.6% |
| 3M | -52.5% | -8.9% | -43.6% | -52.0% |
| 6M | -67.9% | -13.1% | -54.8% | -67.0% |
| YTD | -31.1% | -46.1% | +15.0% | -31.9% |
| 1Y | -49.8% | -30.3% | -19.6% | -55.7% |
| All | -49.8% | -31.7% | -18.1% | -55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling