+241.1%
IONQ vs LULU
-72.5%
+313.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -1.8% |
| 7D | -5.6% | -20.4% | +14.9% | +5.6% |
| 30D | -15.2% | -22.9% | +7.7% | -4.1% |
| 3M | -34.9% | -18.5% | -16.4% | -29.6% |
| 6M | +4.9% | -41.8% | +46.7% | +37.8% |
| YTD | -17.9% | -53.4% | +35.5% | +22.5% |
| 1Y | -16.0% | -40.9% | +24.9% | +6.2% |
| 3Y | +90.5% | -75.6% | +166.0% | +280.3% |
| 5Y | +268.4% | -77.2% | +345.6% | +669.0% |
| All | +241.1% | -72.5% | +313.6% | +569.4% |
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