-0.3%
BA vs LULU
-74.3%
+74.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -1.2% |
| 7D | +2.5% | -12.6% | +15.0% | +4.5% |
| 30D | -10.1% | -19.7% | +9.6% | -6.8% |
| 3M | -2.4% | -12.2% | +9.8% | -0.7% |
| 6M | -8.8% | -39.3% | +30.5% | -1.1% |
| YTD | -2.9% | -50.3% | +47.4% | +9.0% |
| 1Y | -8.8% | -38.6% | +29.9% | -1.9% |
| 3Y | -0.3% | -74.0% | +73.7% | +14.9% |
| All | -0.3% | -74.3% | +74.0% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling