-5.8%
DASH vs LULU
-75.9%
+70.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | 0.0% |
| 7D | -4.8% | +4.4% | -9.2% | -6.6% |
| 30D | -7.9% | +19.1% | -27.0% | -15.2% |
| 3M | -16.3% | -12.5% | -3.8% | -12.2% |
| 6M | +10.4% | -14.2% | +24.6% | +16.5% |
| YTD | -20.1% | -45.8% | +25.8% | +4.0% |
| 1Y | -11.4% | -32.3% | +20.8% | +2.5% |
| 3Y | +114.1% | -72.3% | +186.4% | +258.0% |
| 5Y | -5.8% | -76.1% | +70.3% | +27.7% |
| All | -5.8% | -75.9% | +70.1% | +27.7% |
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