+50.0%
LULU vs FIVN
+118.5%
-68.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.8% |
| 7D | -1.6% | -7.8% | +6.2% | +0.5% |
| 30D | -18.1% | -1.7% | -16.4% | -17.9% |
| 3M | -18.8% | +47.2% | -66.0% | -28.0% |
| 6M | -39.2% | +82.7% | -121.9% | -50.8% |
| YTD | -52.4% | +52.9% | -105.3% | -59.7% |
| 1Y | -40.3% | +17.5% | -57.8% | -45.7% |
| 3Y | -75.1% | -55.8% | -19.3% | -71.6% |
| 5Y | -76.7% | -82.3% | +5.6% | -67.6% |
| All | +50.0% | +118.5% | -68.6% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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