+272.2%
QCOM vs LULU
+50.4%
+221.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.2% |
| 7D | +4.9% | -20.4% | +25.4% | +11.9% |
| 30D | +9.3% | -22.9% | +32.2% | +17.5% |
| 3M | -7.0% | -18.5% | +11.6% | -2.5% |
| 6M | +32.0% | -41.8% | +73.8% | +53.4% |
| YTD | +5.0% | -53.4% | +58.4% | +31.1% |
| 1Y | +13.6% | -40.9% | +54.5% | +30.4% |
| 3Y | +77.6% | -75.6% | +153.1% | +157.8% |
| 5Y | +38.2% | -77.2% | +115.4% | +98.4% |
| All | +272.2% | +50.4% | +221.8% | +252.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling