+76.1%
XBI vs LULU
-49.9%
+126.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -17.4% | +17.0% | +1.3% |
| 7D | +0.9% | -16.7% | +17.6% | +2.5% |
| 30D | +7.1% | -18.5% | +25.6% | +9.0% |
| 3M | +22.9% | -19.5% | +42.4% | +25.3% |
| 6M | +29.7% | -41.9% | +71.6% | +35.9% |
| YTD | +34.5% | -51.6% | +86.1% | +41.7% |
| 1Y | +76.1% | -51.2% | +127.2% | +82.9% |
| All | +76.1% | -49.9% | +126.0% | +82.9% |
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