-8.0%
BA vs LULU
-49.9%
+41.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.4% | +18.2% | +3.4% |
| 7D | +1.2% | -16.7% | +17.9% | +3.6% |
| 30D | -11.6% | -18.5% | +6.9% | -9.2% |
| 3M | -2.4% | -19.5% | +17.1% | +0.3% |
| 6M | -6.6% | -41.9% | +35.3% | 0.0% |
| YTD | -2.2% | -51.6% | +49.3% | +7.0% |
| 1Y | -8.0% | -51.2% | +43.2% | -1.7% |
| All | -8.0% | -49.9% | +41.9% | -1.7% |
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