+173.2%
INFY vs LULU
+691.8%
-518.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.0% |
| 7D | -5.4% | -1.6% | -3.8% | -5.1% |
| 30D | -9.9% | -18.1% | +8.3% | -6.0% |
| 3M | -4.6% | -18.8% | +14.2% | -0.4% |
| 6M | -18.5% | -39.2% | +20.7% | -9.5% |
| YTD | -36.5% | -52.4% | +15.8% | -25.6% |
| 1Y | -32.8% | -40.3% | +7.5% | -25.5% |
| 3Y | -32.2% | -75.1% | +42.9% | -11.9% |
| 5Y | -44.7% | -76.7% | +32.1% | -29.2% |
| 10Y | +82.3% | +52.7% | +29.6% | +41.8% |
| All | +173.2% | +691.8% | -518.6% | -1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling