+2.9%
CDE vs LULU
-30.5%
+33.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.8% | +3.9% | +7.4% |
| 7D | +1.1% | +6.5% | -5.4% | -0.5% |
| 30D | -14.5% | +20.3% | -34.8% | -18.7% |
| 3M | -10.1% | -8.9% | -1.1% | -8.3% |
| 6M | -16.9% | -13.1% | -3.8% | -13.7% |
| YTD | -18.1% | -46.1% | +27.9% | -4.6% |
| All | +2.9% | -30.5% | +33.4% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling