+62.1%
DAL vs LULU
-31.7%
+93.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.8% | +2.4% | +5.7% |
| 7D | +11.1% | +6.5% | +4.6% | +9.1% |
| 30D | +7.7% | +20.3% | -12.6% | +2.2% |
| 3M | -3.5% | -8.9% | +5.4% | -2.2% |
| 6M | +31.3% | -13.1% | +44.4% | +34.6% |
| YTD | +30.0% | -46.1% | +76.0% | +52.9% |
| 1Y | +62.1% | -30.3% | +92.3% | +61.7% |
| All | +62.1% | -31.7% | +93.8% | +61.7% |
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