+26.2%
DAL vs LULU
-42.0%
+68.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -17.4% | +19.2% | +5.9% |
| 7D | +0.1% | -16.7% | +16.8% | +3.8% |
| 30D | -13.9% | -18.5% | +4.6% | -10.1% |
| 3M | +1.1% | -19.5% | +20.5% | +5.7% |
| 6M | +26.2% | -41.9% | +68.2% | +44.9% |
| All | +26.2% | -42.0% | +68.3% | +44.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling