+93.1%
ACN vs LULU
+53.6%
+39.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.2% | +2.8% |
| 7D | -1.5% | -1.6% | +0.1% | -1.1% |
| 30D | +2.1% | -18.1% | +20.2% | +7.4% |
| 3M | +11.1% | -18.8% | +29.9% | +17.1% |
| 6M | -6.8% | -39.2% | +32.4% | +5.7% |
| YTD | -30.0% | -52.4% | +22.3% | -15.2% |
| 1Y | -23.1% | -40.3% | +17.2% | -12.7% |
| 3Y | -40.4% | -75.1% | +34.7% | -18.3% |
| 5Y | -41.6% | -76.7% | +35.2% | -21.2% |
| All | +93.1% | +53.6% | +39.5% | +74.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling