+217.8%
INTU vs LULU
+53.6%
+164.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.7% | +2.0% |
| 7D | -3.3% | -1.6% | -1.7% | -2.8% |
| 30D | -3.9% | -18.1% | +14.2% | +2.4% |
| 3M | +16.6% | -18.8% | +35.4% | +24.6% |
| 6M | -26.4% | -39.2% | +12.8% | -13.9% |
| YTD | -51.0% | -52.4% | +1.4% | -37.4% |
| 1Y | -50.8% | -40.3% | -10.5% | -42.5% |
| 3Y | -40.1% | -75.1% | +35.0% | -10.1% |
| 5Y | -41.2% | -76.7% | +35.5% | -12.3% |
| All | +217.8% | +53.6% | +164.2% | +211.9% |
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