+92.5%
BAC vs LULU
+725.5%
-633.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.0% | -1.3% |
| 7D | +1.2% | -12.6% | +13.7% | +5.0% |
| 30D | -0.7% | -19.7% | +19.0% | +5.8% |
| 3M | +16.9% | -12.2% | +29.1% | +20.3% |
| 6M | +29.6% | -39.3% | +68.9% | +49.5% |
| YTD | +15.3% | -50.3% | +65.6% | +41.7% |
| 1Y | +28.8% | -38.6% | +67.4% | +46.1% |
| 3Y | +136.4% | -74.0% | +210.4% | +236.0% |
| 5Y | +72.9% | -72.9% | +145.8% | +129.6% |
| 10Y | +391.8% | +56.2% | +335.6% | +202.5% |
| All | +92.5% | +725.5% | -633.0% | -64.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling