+257.2%
XOM vs LULU
-76.9%
+334.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.3% |
| 7D | +4.1% | -1.6% | +5.7% | +4.2% |
| 30D | +4.6% | -18.1% | +22.7% | +5.8% |
| 3M | +14.0% | -18.8% | +32.7% | +15.2% |
| 6M | +11.0% | -39.2% | +50.2% | +14.3% |
| YTD | +40.7% | -52.4% | +93.1% | +48.0% |
| 1Y | +52.3% | -40.3% | +92.6% | +56.1% |
| 3Y | +60.5% | -75.1% | +135.6% | +76.8% |
| All | +257.2% | -76.9% | +334.1% | +297.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling