+278.7%
IONQ vs LULU
-77.0%
+355.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.4% | -2.4% | -3.8% |
| 7D | +1.3% | -16.9% | +18.3% | +11.2% |
| 30D | -10.3% | -22.0% | +11.6% | +1.4% |
| 3M | -32.7% | -17.8% | -14.9% | -27.2% |
| 6M | +6.3% | -41.3% | +47.6% | +41.0% |
| YTD | -15.0% | -52.0% | +37.0% | +27.4% |
| 1Y | -13.3% | -39.8% | +26.5% | +9.6% |
| 3Y | +97.2% | -74.8% | +172.0% | +301.4% |
| 5Y | +278.7% | -76.3% | +355.0% | +1,040.7% |
| All | +278.7% | -77.0% | +355.8% | +1,040.7% |
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 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