+29.1%
XLV vs LULU
-30.7%
+59.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +0.5% | +1.8% | -1.3% | +0.2% |
| 30D | +10.7% | +19.4% | -8.7% | +8.5% |
| 3M | +13.1% | -9.5% | +22.6% | +13.7% |
| 6M | +28.3% | -14.2% | +42.5% | +29.3% |
| YTD | +20.9% | -46.2% | +67.1% | +26.8% |
| 1Y | +29.1% | -33.3% | +62.4% | +30.1% |
| All | +29.1% | -30.7% | +59.7% | +30.1% |
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