+56.1%
CDE vs LULU
+53.6%
+2.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +0.6% |
| 7D | -3.1% | -1.6% | -1.5% | -2.7% |
| 30D | +9.5% | -18.1% | +27.6% | +14.9% |
| 3M | +25.5% | -18.8% | +44.3% | +31.4% |
| 6M | -7.9% | -39.2% | +31.3% | +4.6% |
| YTD | +15.6% | -52.4% | +67.9% | +40.4% |
| 1Y | +34.0% | -40.3% | +74.3% | +51.4% |
| 3Y | +791.9% | -75.1% | +867.0% | +1,142.7% |
| 5Y | +197.7% | -76.7% | +274.5% | +307.2% |
| All | +56.1% | +53.6% | +2.5% | +67.4% |
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