+69.6%
V vs LULU
-77.2%
+146.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.5% |
| 7D | -3.0% | -20.4% | +17.4% | +0.7% |
| 30D | +1.2% | -22.9% | +24.1% | +5.7% |
| 3M | +13.9% | -18.5% | +32.5% | +17.5% |
| 6M | +17.2% | -41.8% | +59.0% | +28.2% |
| YTD | +5.3% | -53.4% | +58.7% | +20.1% |
| 1Y | +9.5% | -40.9% | +50.4% | +18.3% |
| 3Y | +51.9% | -75.6% | +127.5% | +90.5% |
| 5Y | +69.6% | -77.2% | +146.8% | +107.4% |
| All | +69.6% | -77.2% | +146.7% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling