+23.4%
BA vs LULU
+79.9%
-56.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.1% | -0.8% |
| 7D | -0.6% | -6.5% | +6.0% | +1.6% |
| 30D | -8.0% | +10.7% | -18.7% | -11.4% |
| 3M | -25.8% | -13.6% | -12.2% | -23.4% |
| 6M | -27.6% | -16.5% | -11.1% | -24.8% |
| YTD | -21.0% | -49.7% | +28.7% | -4.0% |
| 1Y | -12.3% | -38.9% | +26.6% | -0.7% |
| 3Y | -12.8% | -74.7% | +62.0% | +25.8% |
| 5Y | -22.4% | -76.9% | +54.6% | +10.7% |
| All | +23.4% | +79.9% | -56.6% | +6.0% |
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