+100.0%
DAL vs LULU
-74.3%
+174.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -2.3% |
| 7D | +3.4% | -12.6% | +15.9% | +7.0% |
| 30D | -13.6% | -19.7% | +6.2% | -8.1% |
| 3M | +1.2% | -12.2% | +13.4% | +4.2% |
| 6M | +34.5% | -39.3% | +73.8% | +55.5% |
| YTD | +14.7% | -50.3% | +65.0% | +41.5% |
| 1Y | +29.2% | -38.6% | +67.9% | +47.2% |
| 3Y | +100.0% | -74.0% | +173.9% | +173.3% |
| All | +100.0% | -74.3% | +174.2% | +173.3% |
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 2023-09-08 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling