+69.4%
USAR vs LULU
-73.7%
+143.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -3.5% |
| 7D | -4.4% | -16.9% | +12.5% | -4.9% |
| 30D | -10.4% | -22.0% | +11.6% | -11.0% |
| 3M | -18.4% | -17.8% | -0.5% | -18.6% |
| 6M | -8.8% | -41.3% | +32.4% | -11.7% |
| YTD | +43.4% | -52.0% | +95.4% | +35.2% |
| 1Y | +21.0% | -39.8% | +60.8% | +17.5% |
| 3Y | +67.7% | -74.8% | +142.6% | +52.8% |
| All | +69.4% | -73.7% | +143.1% | +54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling