-42.8%
INTU vs LULU
-77.2%
+34.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.5% | +0.6% |
| 7D | -9.2% | -20.4% | +11.3% | -2.1% |
| 30D | -7.0% | -22.9% | +15.8% | +1.2% |
| 3M | +10.5% | -18.5% | +29.1% | +17.9% |
| 6M | -30.6% | -41.8% | +11.2% | -17.4% |
| YTD | -52.3% | -53.4% | +1.0% | -38.6% |
| 1Y | -51.8% | -40.9% | -10.9% | -43.5% |
| 3Y | -41.8% | -75.6% | +33.7% | -10.8% |
| 5Y | -42.8% | -77.2% | +34.4% | -9.1% |
| All | -42.8% | -77.2% | +34.3% | -9.1% |
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