+558.6%
QQQ vs LULU
+53.6%
+505.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.3% |
| 7D | -0.6% | -1.6% | +1.1% | -0.2% |
| 30D | -1.2% | -18.1% | +16.9% | +3.5% |
| 3M | -0.2% | -18.8% | +18.6% | +4.3% |
| 6M | +17.9% | -39.2% | +57.1% | +32.9% |
| YTD | +16.6% | -52.4% | +69.0% | +40.5% |
| 1Y | +23.0% | -40.3% | +63.3% | +37.6% |
| 3Y | +92.9% | -75.1% | +168.0% | +165.8% |
| 5Y | +95.6% | -76.7% | +172.3% | +165.4% |
| All | +558.6% | +53.6% | +505.0% | +546.1% |
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