+419.8%
TXN vs LULU
+53.6%
+366.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.7% | +3.3% |
| 7D | +4.0% | -1.6% | +5.6% | +4.4% |
| 30D | -2.9% | -18.1% | +15.3% | +1.2% |
| 3M | -9.1% | -18.8% | +9.7% | -5.7% |
| 6M | +36.6% | -39.2% | +75.8% | +51.2% |
| YTD | +57.5% | -52.4% | +109.9% | +85.9% |
| 1Y | +49.5% | -40.3% | +89.8% | +64.4% |
| 3Y | +76.5% | -75.1% | +151.6% | +138.0% |
| 5Y | +62.4% | -76.7% | +139.1% | +115.6% |
| All | +419.8% | +53.6% | +366.2% | +396.4% |
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