+319.1%
DELL vs LULU
-49.9%
+369.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -17.4% | +18.9% | +3.6% |
| 7D | +14.9% | -16.7% | +31.6% | +17.2% |
| 30D | +13.3% | -18.5% | +31.8% | +15.8% |
| 3M | +24.4% | -19.5% | +43.9% | +27.7% |
| 6M | +258.0% | -41.9% | +299.9% | +290.4% |
| YTD | +320.2% | -51.6% | +371.8% | +368.2% |
| 1Y | +319.1% | -51.2% | +370.2% | +361.9% |
| All | +319.1% | -49.9% | +369.0% | +361.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling