-0.2%
DASH vs LULU
-73.2%
+73.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -6.5% |
| 7D | -11.2% | -12.6% | +1.4% | -6.2% |
| 30D | -7.3% | -19.7% | +12.4% | +1.7% |
| 3M | +31.4% | -12.2% | +43.7% | +37.9% |
| 6M | +11.9% | -39.3% | +51.2% | +38.5% |
| YTD | -11.5% | -50.3% | +38.8% | +20.5% |
| 1Y | -20.0% | -38.6% | +18.6% | -2.9% |
| 3Y | +143.9% | -74.0% | +217.9% | +316.0% |
| 5Y | -0.2% | -72.9% | +72.7% | +42.2% |
| All | -0.2% | -73.2% | +73.0% | +42.2% |
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