-30.3%
LULU vs NDAQ
+28.8%
-59.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +3.4% |
| 7D | +6.5% | +3.9% | +2.6% | +4.4% |
| 30D | +20.3% | +19.0% | +1.3% | +10.3% |
| 3M | -8.9% | +17.6% | -26.5% | -15.9% |
| 6M | -13.1% | +21.0% | -34.1% | -20.9% |
| YTD | -46.1% | +14.1% | -60.2% | -48.3% |
| 1Y | -30.3% | +29.4% | -59.7% | -39.3% |
| All | -30.3% | +28.8% | -59.1% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling