+2,926.4%
V vs LULU
+649.4%
+2,277.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -17.4% | +16.4% | +2.8% |
| 7D | -1.7% | -16.7% | +15.0% | +1.9% |
| 30D | +2.0% | -18.5% | +20.5% | +6.0% |
| 3M | +17.4% | -19.5% | +36.8% | +22.0% |
| 6M | +17.5% | -41.9% | +59.4% | +30.4% |
| YTD | +7.6% | -51.6% | +59.2% | +23.9% |
| 1Y | +7.7% | -51.2% | +58.9% | +22.7% |
| 3Y | +54.7% | -75.1% | +129.8% | +97.4% |
| 5Y | +73.0% | -74.1% | +147.1% | +112.5% |
| 10Y | +390.9% | +46.7% | +344.1% | +299.4% |
| All | +2,926.4% | +649.4% | +2,277.0% | +1,250.4% |
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