+780.0%
NOW vs LULU
+50.4%
+729.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.9% | +1.1% |
| 7D | -9.9% | -20.4% | +10.5% | -2.5% |
| 30D | +2.8% | -22.9% | +25.7% | +12.5% |
| 3M | +23.7% | -18.5% | +42.2% | +32.6% |
| 6M | +12.5% | -41.8% | +54.3% | +36.6% |
| YTD | -14.4% | -53.4% | +39.0% | +12.7% |
| 1Y | -29.0% | -40.9% | +11.9% | -14.9% |
| 3Y | +9.3% | -75.6% | +84.9% | +69.2% |
| 5Y | +1.2% | -77.2% | +78.5% | +56.1% |
| All | +780.0% | +50.4% | +729.6% | +815.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling