+49.5%
TQQQ vs LULU
-39.6%
+89.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +1.9% |
| 7D | -1.9% | -1.6% | -0.3% | -1.5% |
| 30D | -4.9% | -18.1% | +13.3% | -0.1% |
| 3M | -6.4% | -18.8% | +12.4% | -1.6% |
| 6M | +44.4% | -39.2% | +83.6% | +70.5% |
| YTD | +35.2% | -52.4% | +87.5% | +74.1% |
| 1Y | +49.5% | -40.3% | +89.8% | +70.7% |
| All | +49.5% | -39.6% | +89.1% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling