+948.0%
VUG vs LULU
+697.8%
+250.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.2% |
| 7D | +0.1% | -16.9% | +17.0% | +3.8% |
| 30D | -1.7% | -22.0% | +20.3% | +3.3% |
| 3M | +2.8% | -17.8% | +20.7% | +6.4% |
| 6M | +13.6% | -41.3% | +54.9% | +26.1% |
| YTD | +8.1% | -52.0% | +60.1% | +25.2% |
| 1Y | +13.1% | -39.8% | +52.9% | +23.8% |
| 3Y | +87.0% | -74.8% | +161.8% | +140.0% |
| 5Y | +76.0% | -76.3% | +152.3% | +124.7% |
| 10Y | +420.5% | +53.9% | +366.6% | +342.1% |
| All | +948.0% | +697.8% | +250.2% | +395.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling