+252.1%
INTC vs LULU
+53.6%
+198.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.5% | +2.0% |
| 7D | +7.5% | -1.6% | +9.1% | +8.0% |
| 30D | +2.0% | -18.1% | +20.1% | +7.0% |
| 3M | -12.0% | -18.8% | +6.8% | -8.3% |
| 6M | +114.5% | -39.2% | +153.8% | +144.7% |
| YTD | +179.0% | -52.4% | +231.3% | +241.1% |
| 1Y | +318.3% | -40.3% | +358.6% | +372.1% |
| 3Y | +171.2% | -75.1% | +246.3% | +285.4% |
| 5Y | +107.6% | -76.7% | +184.3% | +191.2% |
| All | +252.1% | +53.6% | +198.5% | +250.6% |
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