+605.4%
INTC vs LULU
+675.0%
-69.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.8% | -2.7% | -4.9% |
| 7D | +9.4% | -20.4% | +29.9% | +14.9% |
| 30D | +2.7% | -22.9% | +25.5% | +8.3% |
| 3M | -6.3% | -18.5% | +12.3% | -3.2% |
| 6M | +114.5% | -41.8% | +156.2% | +140.4% |
| YTD | +171.9% | -53.4% | +225.3% | +219.8% |
| 1Y | +305.0% | -40.9% | +345.9% | +347.8% |
| 3Y | +168.3% | -75.6% | +243.9% | +256.0% |
| 5Y | +102.3% | -77.2% | +179.5% | +167.5% |
| 10Y | +249.4% | +49.5% | +199.9% | +196.1% |
| All | +605.4% | +675.0% | -69.6% | +211.1% |
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 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