+28.8%
DAL vs LULU
-41.2%
+70.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.1% |
| 7D | -0.6% | -20.4% | +19.8% | +4.8% |
| 30D | -13.5% | -22.9% | +9.4% | -7.9% |
| 3M | +2.6% | -18.5% | +21.1% | +6.9% |
| 6M | +32.7% | -41.8% | +74.5% | +51.3% |
| YTD | +13.6% | -53.4% | +67.0% | +38.0% |
| 1Y | +28.8% | -40.9% | +69.7% | +42.5% |
| All | +28.8% | -41.2% | +70.0% | +42.5% |
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