+103.0%
DAL vs LULU
-74.9%
+178.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -17.4% | +19.2% | +7.3% |
| 7D | +0.1% | -16.7% | +16.8% | +5.3% |
| 30D | -13.9% | -18.5% | +4.6% | -9.0% |
| 3M | +1.1% | -19.5% | +20.5% | +6.9% |
| 6M | +26.2% | -41.9% | +68.2% | +48.1% |
| YTD | +16.4% | -51.6% | +68.0% | +44.9% |
| 1Y | +33.9% | -51.2% | +85.0% | +63.4% |
| All | +103.0% | -74.9% | +178.0% | +179.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling