+76.9%
IVV vs LULU
-74.8%
+151.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.1% |
| 7D | -0.4% | -16.9% | +16.6% | +1.9% |
| 30D | -1.4% | -22.0% | +20.6% | +1.7% |
| 3M | +3.7% | -17.8% | +21.5% | +6.0% |
| 6M | +13.0% | -41.3% | +54.3% | +20.9% |
| YTD | +12.4% | -52.0% | +64.5% | +23.7% |
| 1Y | +18.6% | -39.8% | +58.4% | +25.6% |
| All | +76.9% | -74.8% | +151.7% | +103.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling