+358.3%
DELL vs LULU
-39.6%
+397.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.8% | +11.7% |
| 7D | +8.2% | -1.6% | +9.9% | +8.5% |
| 30D | +17.1% | -18.1% | +35.2% | +19.7% |
| 3M | +45.2% | -18.8% | +63.9% | +48.4% |
| 6M | +286.8% | -39.2% | +326.0% | +320.6% |
| YTD | +354.8% | -52.4% | +407.2% | +416.3% |
| 1Y | +358.3% | -40.3% | +398.6% | +393.0% |
| All | +358.3% | -39.6% | +397.9% | +393.0% |
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