-3.0%
FISV vs LULU
-30.5%
+27.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.8% | +1.5% | +4.9% |
| 7D | +29.6% | +6.5% | +23.1% | +27.3% |
| 30D | +34.5% | +20.3% | +14.2% | +27.4% |
| 3M | +11.2% | -8.9% | +20.2% | +13.0% |
| 6M | -1.2% | -13.1% | +11.9% | +1.4% |
| YTD | -7.6% | -46.1% | +38.5% | +7.1% |
| All | -3.0% | -30.5% | +27.4% | +6.5% |
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