+1,978.3%
NOW vs LULU
+80.5%
+1,897.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +1.2% |
| 7D | +0.3% | -4.6% | +4.9% | +1.8% |
| 30D | -27.0% | +12.3% | -39.2% | -30.3% |
| 3M | -19.6% | -11.6% | -8.0% | -17.6% |
| 6M | +17.5% | -12.8% | +30.3% | +21.0% |
| YTD | -33.3% | -49.2% | +15.9% | -18.0% |
| 1Y | -39.8% | -37.7% | -2.1% | -31.1% |
| 3Y | -19.9% | -74.7% | +54.7% | +15.9% |
| 5Y | -26.1% | -76.7% | +50.6% | +7.0% |
| 10Y | +518.7% | +82.7% | +436.1% | +431.6% |
| All | +1,978.3% | +80.5% | +1,897.7% | +1,749.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling