+20.6%
NXPI vs LULU
-76.9%
+97.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.7% |
| 7D | +3.9% | -1.6% | +5.5% | +4.4% |
| 30D | +1.4% | -18.1% | +19.5% | +7.5% |
| 3M | -21.5% | -18.8% | -2.8% | -17.3% |
| 6M | +19.4% | -39.2% | +58.6% | +38.9% |
| YTD | +9.9% | -52.4% | +62.3% | +41.2% |
| 1Y | +7.9% | -40.3% | +48.2% | +24.6% |
| 3Y | +22.7% | -75.1% | +97.8% | +92.4% |
| All | +20.6% | -76.9% | +97.4% | +93.3% |
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