+38.9%
QCOM vs LULU
-77.0%
+115.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +2.4% |
| 7D | +4.4% | -16.9% | +21.3% | +10.1% |
| 30D | +9.4% | -22.0% | +31.3% | +17.5% |
| 3M | -13.7% | -17.8% | +4.2% | -9.4% |
| 6M | +28.9% | -41.3% | +70.2% | +51.2% |
| YTD | +4.7% | -52.0% | +56.8% | +31.9% |
| 1Y | +13.5% | -39.8% | +53.3% | +30.8% |
| 3Y | +77.1% | -74.8% | +151.9% | +161.9% |
| 5Y | +38.9% | -76.3% | +115.2% | +109.6% |
| All | +38.9% | -77.0% | +115.9% | +109.6% |
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 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