+2,771.1%
NOW vs LULU
+71.9%
+2,699.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -17.4% | +14.4% | +2.9% |
| 7D | -2.4% | -16.7% | +14.3% | +3.2% |
| 30D | +20.5% | -18.5% | +39.0% | +28.2% |
| 3M | +18.3% | -19.5% | +37.8% | +26.4% |
| 6M | +24.1% | -41.9% | +66.0% | +47.6% |
| YTD | -7.8% | -51.6% | +43.8% | +16.3% |
| 1Y | -21.4% | -51.2% | +29.8% | -2.6% |
| 3Y | +19.5% | -75.1% | +94.6% | +75.2% |
| 5Y | +4.1% | -74.1% | +78.2% | +47.4% |
| 10Y | +826.4% | +46.7% | +779.7% | +746.7% |
| All | +2,771.1% | +71.9% | +2,699.2% | +2,523.2% |
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