+242.6%
QCOM vs LULU
+82.0%
+160.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -3.0% |
| 7D | +4.3% | -4.6% | +8.9% | +5.8% |
| 30D | -0.1% | +12.3% | -12.4% | -4.0% |
| 3M | +5.2% | -11.6% | +16.9% | +8.1% |
| 6M | -18.4% | -12.8% | -5.5% | -16.4% |
| YTD | +2.4% | -49.2% | +51.6% | +24.4% |
| 1Y | +0.9% | -37.7% | +38.6% | +13.9% |
| 3Y | +48.4% | -74.7% | +123.1% | +114.4% |
| 5Y | +16.6% | -76.7% | +93.2% | +66.3% |
| All | +242.6% | +82.0% | +160.7% | +245.1% |
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