+0.8%
NOW vs LULU
-77.0%
+77.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.0% |
| 7D | -4.1% | -16.9% | +12.8% | +2.4% |
| 30D | +2.9% | -22.0% | +24.9% | +12.5% |
| 3M | +22.6% | -17.8% | +40.4% | +31.3% |
| 6M | +7.5% | -41.3% | +48.8% | +31.2% |
| YTD | -14.4% | -52.0% | +37.6% | +12.4% |
| 1Y | -29.8% | -39.8% | +10.0% | -15.9% |
| 3Y | +9.2% | -74.8% | +84.1% | +71.4% |
| 5Y | +0.8% | -76.3% | +77.1% | +62.6% |
| All | +0.8% | -77.0% | +77.8% | +62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling