+1,158.1%
INTU vs LULU
+725.5%
+432.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -4.8% |
| 7D | -7.5% | -12.6% | +5.0% | -4.9% |
| 30D | -1.9% | -19.7% | +17.8% | +3.0% |
| 3M | +4.9% | -12.2% | +17.1% | +7.7% |
| 6M | -33.2% | -39.3% | +6.1% | -25.5% |
| YTD | -51.4% | -50.3% | -1.1% | -43.1% |
| 1Y | -52.0% | -38.6% | -13.4% | -46.8% |
| 3Y | -40.7% | -74.0% | +33.3% | -22.6% |
| 5Y | -41.7% | -72.9% | +31.2% | -25.4% |
| 10Y | +211.1% | +56.2% | +155.0% | +177.9% |
| All | +1,158.1% | +725.5% | +432.6% | +557.7% |
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