+265.9%
IONQ vs LULU
-71.4%
+337.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -17.4% | +18.7% | +10.9% |
| 7D | +0.8% | -16.7% | +17.5% | +9.9% |
| 30D | -1.0% | -18.5% | +17.5% | +8.6% |
| 3M | -39.8% | -19.5% | -20.4% | -34.2% |
| 6M | +6.4% | -41.9% | +48.4% | +40.1% |
| YTD | -11.9% | -51.6% | +39.7% | +28.5% |
| 1Y | -6.2% | -51.2% | +45.0% | +31.7% |
| 3Y | +125.7% | -75.1% | +200.8% | +347.5% |
| 5Y | +296.0% | -74.1% | +370.1% | +696.4% |
| All | +265.9% | -71.4% | +337.3% | +602.6% |
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