+379.1%
V vs LULU
+53.6%
+325.5%
-36.4%
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% | +0.4% |
| 7D | -1.2% | -1.6% | +0.4% | -0.9% |
| 30D | +3.1% | -18.1% | +21.2% | +7.4% |
| 3M | +16.3% | -18.8% | +35.1% | +21.1% |
| 6M | +20.4% | -39.2% | +59.6% | +33.2% |
| YTD | +6.3% | -52.4% | +58.6% | +24.3% |
| 1Y | +8.7% | -40.3% | +49.0% | +19.6% |
| 3Y | +53.3% | -75.1% | +128.4% | +100.7% |
| 5Y | +71.1% | -76.7% | +147.8% | +120.0% |
| All | +379.1% | +53.6% | +325.5% | +328.7% |
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 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