+8.7%
V vs LULU
-39.6%
+48.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.7% |
| 7D | -1.2% | -1.6% | +0.4% | -1.1% |
| 30D | +3.1% | -18.1% | +21.2% | +4.8% |
| 3M | +16.3% | -18.8% | +35.1% | +18.0% |
| 6M | +20.4% | -39.2% | +59.6% | +25.0% |
| YTD | +6.3% | -52.4% | +58.6% | +13.5% |
| 1Y | +8.7% | -40.3% | +49.0% | +12.2% |
| All | +8.7% | -39.6% | +48.3% | +12.2% |
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 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