+167.4%
IONQ vs LULU
-70.0%
+237.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.6% | -7.0% |
| 7D | -11.5% | -4.6% | -6.8% | -9.0% |
| 30D | -8.1% | +12.3% | -20.4% | -14.4% |
| 3M | -35.8% | -11.6% | -24.2% | -33.1% |
| 6M | -47.7% | -12.8% | -34.9% | -45.6% |
| YTD | -35.6% | -49.2% | +13.5% | -9.1% |
| 1Y | -36.4% | -37.7% | +1.3% | -21.6% |
| 3Y | +150.0% | -74.7% | +224.7% | +395.0% |
| 5Y | +43.3% | -76.7% | +120.0% | +190.8% |
| All | +167.4% | -70.0% | +237.4% | +396.8% |
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 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