+103.2%
INTC vs LULU
-76.9%
+180.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.7% |
| 3M | -12.0% | -18.8% | +6.8% | -8.5% |
| 6M | +114.5% | -39.2% | +153.8% | +144.6% |
| YTD | +179.0% | -52.4% | +231.3% | +241.4% |
| 1Y | +318.3% | -40.3% | +358.6% | +370.4% |
| 3Y | +171.2% | -75.1% | +246.3% | +281.9% |
| All | +103.2% | -76.9% | +180.1% | +173.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling