-49.7%
INTU vs LULU
-49.9%
+0.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -17.4% | +14.0% | +1.1% |
| 7D | -7.1% | -16.7% | +9.6% | -3.0% |
| 30D | +1.5% | -18.5% | +20.0% | +6.4% |
| 3M | +10.7% | -19.5% | +30.1% | +15.7% |
| 6M | -23.8% | -41.9% | +18.1% | -14.6% |
| YTD | -49.3% | -51.6% | +2.3% | -41.4% |
| 1Y | -49.7% | -51.2% | +1.5% | -42.8% |
| All | -49.7% | -49.9% | +0.3% | -42.8% |
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