+71.1%
BA vs LULU
+50.4%
+20.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.1% | +0.1% |
| 7D | -2.7% | -20.4% | +17.7% | +3.9% |
| 30D | -12.2% | -22.9% | +10.7% | -5.4% |
| 3M | -2.0% | -18.5% | +16.5% | +3.3% |
| 6M | -6.0% | -41.8% | +35.8% | +9.9% |
| YTD | -5.7% | -53.4% | +47.7% | +18.0% |
| 1Y | -10.0% | -40.9% | +30.9% | +3.2% |
| 3Y | -3.1% | -75.6% | +72.5% | +40.8% |
| 5Y | -2.6% | -77.2% | +74.6% | +39.1% |
| All | +71.1% | +50.4% | +20.7% | +54.3% |
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