+2.0%
FISV vs LULU
+53.6%
-51.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.3% | +4.9% |
| 7D | -2.7% | -1.6% | -1.0% | -2.3% |
| 30D | 0.0% | -18.1% | +18.2% | +4.6% |
| 3M | -2.8% | -18.8% | +16.0% | +1.8% |
| 6M | -11.8% | -39.2% | +27.4% | -1.1% |
| YTD | -23.2% | -52.4% | +29.2% | -8.5% |
| 1Y | -62.0% | -40.3% | -21.7% | -56.9% |
| 3Y | -57.6% | -75.1% | +17.5% | -43.5% |
| 5Y | -53.4% | -76.7% | +23.3% | -39.0% |
| All | +2.0% | +53.6% | -51.6% | -3.6% |
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 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