+10.7%
NOW vs LULU
-74.0%
+84.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.6% | -5.7% |
| 7D | -6.1% | -12.6% | +6.5% | -3.2% |
| 30D | +7.5% | -19.7% | +27.2% | +13.3% |
| 3M | +17.5% | -12.2% | +29.7% | +21.0% |
| 6M | +7.9% | -39.3% | +47.3% | +21.1% |
| YTD | -12.4% | -50.3% | +38.0% | +1.8% |
| 1Y | -28.6% | -38.6% | +10.1% | -20.1% |
| All | +10.7% | -74.0% | +84.7% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling