+105.0%
DAL vs LULU
+79.9%
+25.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.8% | -2.4% | -4.3% |
| 7D | +1.4% | -6.5% | +7.9% | +3.6% |
| 30D | +9.1% | +10.7% | -1.6% | +5.6% |
| 3M | -3.5% | -13.6% | +10.1% | 0.0% |
| 6M | +23.4% | -16.5% | +39.9% | +28.8% |
| YTD | +26.0% | -49.7% | +75.8% | +53.7% |
| 1Y | +44.6% | -38.9% | +83.5% | +65.0% |
| 3Y | +162.7% | -74.7% | +237.5% | +278.7% |
| 5Y | +113.0% | -76.9% | +189.9% | +201.7% |
| All | +105.0% | +79.9% | +25.1% | +86.4% |
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