-3.5%
BA vs LULU
-77.0%
+73.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.2% |
| 7D | -1.2% | -16.9% | +15.8% | +3.2% |
| 30D | -11.3% | -22.0% | +10.6% | -5.9% |
| 3M | -3.8% | -17.8% | +14.1% | +0.4% |
| 6M | -8.3% | -41.3% | +33.0% | +4.4% |
| YTD | -4.9% | -52.0% | +47.1% | +14.0% |
| 1Y | -10.1% | -39.8% | +29.8% | +0.4% |
| 3Y | -2.3% | -74.8% | +72.5% | +32.9% |
| 5Y | -3.5% | -76.3% | +72.8% | +21.6% |
| All | -3.5% | -77.0% | +73.5% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling