+54.5%
USAR vs LULU
-73.9%
+128.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.1% | -2.9% |
| 7D | -11.6% | -1.6% | -10.0% | -11.7% |
| 30D | -15.5% | -18.1% | +2.6% | -15.9% |
| 3M | -31.0% | -18.8% | -12.3% | -31.2% |
| 6M | -26.2% | -39.2% | +13.0% | -28.2% |
| YTD | +30.8% | -52.4% | +83.1% | +23.3% |
| 1Y | +7.1% | -40.3% | +47.4% | +4.0% |
| 3Y | +53.0% | -75.1% | +128.1% | +39.4% |
| All | +54.5% | -73.9% | +128.4% | +40.6% |
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