+990.2%
IBKR vs LULU
+53.6%
+936.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +1.6% |
| 7D | -1.3% | -1.6% | +0.3% | -1.0% |
| 30D | -0.2% | -18.1% | +17.9% | +4.2% |
| 3M | +3.0% | -18.8% | +21.7% | +7.3% |
| 6M | +33.9% | -39.2% | +73.1% | +49.9% |
| YTD | +42.5% | -52.4% | +94.9% | +69.8% |
| 1Y | +44.9% | -40.3% | +85.2% | +61.6% |
| 3Y | +293.0% | -75.1% | +368.1% | +427.7% |
| 5Y | +497.7% | -76.7% | +574.4% | +685.8% |
| All | +990.2% | +53.6% | +936.6% | +909.3% |
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 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