+57.4%
INTC vs LULU
-31.7%
+89.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.8% | -8.5% | -3.9% |
| 7D | -39.0% | +6.5% | -45.5% | -39.0% |
| 30D | -49.8% | +20.3% | -70.2% | -50.0% |
| 3M | -42.2% | -8.9% | -33.3% | -42.1% |
| 6M | -39.2% | -13.1% | -26.0% | -38.1% |
| YTD | +57.9% | -46.1% | +104.0% | +59.7% |
| 1Y | +57.4% | -30.3% | +87.6% | +35.8% |
| All | +57.4% | -31.7% | +89.1% | +35.8% |
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