+403.0%
DAL vs LULU
+704.9%
-301.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -17.4% | +19.2% | +7.7% |
| 7D | +0.1% | -16.7% | +16.8% | +5.6% |
| 30D | -13.9% | -18.5% | +4.6% | -8.7% |
| 3M | +1.1% | -19.5% | +20.5% | +7.2% |
| 6M | +26.2% | -41.9% | +68.2% | +48.8% |
| YTD | +16.4% | -51.6% | +68.0% | +45.6% |
| 1Y | +33.9% | -51.2% | +85.0% | +64.4% |
| 3Y | +93.4% | -75.1% | +168.5% | +187.6% |
| 5Y | +106.4% | -74.1% | +180.4% | +192.2% |
| 10Y | +143.0% | +46.7% | +96.2% | +74.2% |
| All | +403.0% | +704.9% | -301.9% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling