+16.9%
IBKR vs LULU
-36.9%
+53.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +9.0% | +6.7% |
| 7D | +5.9% | -4.1% | +10.0% | +6.6% |
| 30D | -6.1% | +13.5% | -19.7% | -8.2% |
| 3M | -8.0% | -14.5% | +6.4% | -6.1% |
| 6M | -2.7% | -15.0% | +12.3% | -0.4% |
| YTD | +28.7% | -48.3% | +76.9% | +46.5% |
| 1Y | +16.9% | -36.7% | +53.6% | +26.3% |
| All | +16.9% | -36.9% | +53.8% | +26.3% |
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