+539.0%
QCOM vs LULU
+704.9%
-165.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -17.4% | +17.5% | +4.2% |
| 7D | +3.3% | -16.7% | +20.1% | +7.4% |
| 30D | +7.7% | -18.5% | +26.2% | +12.4% |
| 3M | -30.1% | -19.5% | -10.6% | -27.1% |
| 6M | +22.8% | -41.9% | +64.8% | +37.7% |
| YTD | +0.2% | -51.6% | +51.8% | +17.2% |
| 1Y | +7.9% | -51.2% | +59.0% | +24.8% |
| 3Y | +55.8% | -75.1% | +130.9% | +105.3% |
| 5Y | +30.1% | -74.1% | +104.2% | +67.2% |
| 10Y | +248.9% | +46.7% | +202.2% | +207.3% |
| All | +539.0% | +704.9% | -165.9% | +197.1% |
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 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