-100.0%
SQQQ vs LULU
+53.6%
-153.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.7% | -0.8% |
| 7D | +1.8% | -1.6% | +3.4% | +0.6% |
| 30D | +4.2% | -18.1% | +22.3% | -11.2% |
| 3M | -3.3% | -18.8% | +15.5% | -18.7% |
| 6M | -43.6% | -39.2% | -4.4% | -61.6% |
| YTD | -41.9% | -52.4% | +10.5% | -67.4% |
| 1Y | -50.6% | -40.3% | -10.3% | -65.7% |
| 3Y | -89.3% | -75.1% | -14.2% | -95.8% |
| 5Y | -94.8% | -76.7% | -18.1% | -96.9% |
| All | -100.0% | +53.6% | -153.6% | -99.9% |
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