+99.1%
DAL vs LULU
-76.2%
+175.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -2.4% |
| 7D | +3.4% | -12.6% | +15.9% | +7.3% |
| 30D | -13.6% | -19.7% | +6.2% | -7.7% |
| 3M | +1.2% | -12.2% | +13.4% | +4.4% |
| 6M | +34.5% | -39.3% | +73.8% | +57.2% |
| YTD | +14.7% | -50.3% | +65.0% | +43.7% |
| 1Y | +29.2% | -38.6% | +67.9% | +48.7% |
| 3Y | +100.0% | -74.0% | +173.9% | +194.6% |
| All | +99.1% | -76.2% | +175.3% | +161.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling