-30.3%
LULU vs QID
-21.1%
-9.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.8% | +6.6% | +4.4% |
| 7D | +6.5% | +9.8% | -3.3% | +8.6% |
| 30D | +20.3% | +18.9% | +1.4% | +25.1% |
| 3M | -8.9% | +9.6% | -18.5% | -7.1% |
| 6M | -13.1% | -7.8% | -5.3% | -16.0% |
| YTD | -46.1% | -23.3% | -22.8% | -51.7% |
| 1Y | -30.3% | -22.0% | -8.2% | -37.4% |
| All | -30.3% | -21.1% | -9.2% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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