+650.5%
IVV vs LULU
+725.5%
-75.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.1% |
| 7D | +0.5% | -12.6% | +13.1% | +2.8% |
| 30D | -1.0% | -19.7% | +18.8% | +3.0% |
| 3M | +3.9% | -12.2% | +16.1% | +5.7% |
| 6M | +14.5% | -39.3% | +53.8% | +25.1% |
| YTD | +12.9% | -50.3% | +63.2% | +28.1% |
| 1Y | +19.4% | -38.6% | +58.0% | +29.1% |
| 3Y | +78.8% | -74.0% | +152.8% | +122.5% |
| 5Y | +82.2% | -72.9% | +155.1% | +119.4% |
| 10Y | +313.7% | +56.2% | +257.5% | +240.3% |
| All | +650.5% | +725.5% | -75.0% | +232.5% |
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