+214.0%
BKNG vs LULU
+51.4%
+162.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | -9.1% | -0.3% | -8.8% | -9.0% |
| 30D | -17.1% | -16.1% | -1.0% | -13.6% |
| 3M | +6.6% | -15.6% | +22.1% | +10.8% |
| 6M | +3.9% | -36.4% | +40.3% | +16.1% |
| YTD | -17.6% | -51.7% | +34.2% | -0.9% |
| 1Y | -19.0% | -37.3% | +18.3% | -9.7% |
| 3Y | +40.3% | -74.2% | +114.5% | +90.0% |
| 5Y | +92.7% | -76.1% | +168.9% | +156.5% |
| 10Y | +214.0% | +51.6% | +162.3% | +182.3% |
| All | +214.0% | +51.4% | +162.5% | +182.3% |
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