-2.1%
IGV vs LULU
-49.9%
+47.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -17.4% | +15.2% | +1.3% |
| 7D | -4.5% | -16.7% | +12.2% | -1.2% |
| 30D | +3.2% | -18.5% | +21.8% | +7.2% |
| 3M | +4.5% | -19.5% | +24.0% | +8.5% |
| 6M | +22.1% | -41.9% | +64.0% | +34.7% |
| YTD | -1.0% | -51.6% | +50.5% | +11.2% |
| 1Y | -2.1% | -51.2% | +49.1% | +7.9% |
| All | -2.1% | -49.9% | +47.8% | +7.9% |
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