-61.1%
FISV vs LULU
-49.9%
-11.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -17.4% | +17.9% | +6.6% |
| 7D | -0.3% | -16.7% | +16.4% | +5.3% |
| 30D | -2.1% | -18.5% | +16.5% | +4.2% |
| 3M | -5.7% | -19.5% | +13.7% | +0.3% |
| 6M | -15.3% | -41.9% | +26.6% | +2.5% |
| YTD | -21.1% | -51.6% | +30.5% | +2.7% |
| 1Y | -61.1% | -51.2% | -9.9% | -52.0% |
| All | -61.1% | -49.9% | -11.2% | -52.0% |
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