+21.6%
XOP vs LULU
-39.8%
+61.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +3.9% | +0.1% |
| 7D | +1.0% | -16.9% | +17.9% | -1.6% |
| 30D | +10.8% | -22.0% | +32.8% | +6.4% |
| 3M | +19.5% | -17.8% | +37.3% | +16.5% |
| 6M | +21.6% | -41.3% | +62.8% | +8.7% |
| All | +21.6% | -39.8% | +61.4% | +8.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling