+176.5%
DLR vs LULU
+53.6%
+122.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +1.4% |
| 7D | +0.1% | -1.6% | +1.7% | +0.3% |
| 30D | -4.3% | -18.1% | +13.8% | -1.8% |
| 3M | +3.8% | -18.8% | +22.6% | +6.4% |
| 6M | +5.8% | -39.2% | +45.0% | +13.1% |
| YTD | +23.5% | -52.4% | +75.9% | +36.9% |
| 1Y | +11.1% | -40.3% | +51.4% | +18.0% |
| 3Y | +57.9% | -75.1% | +133.0% | +89.3% |
| 5Y | +44.0% | -76.7% | +120.7% | +70.2% |
| All | +176.5% | +53.6% | +122.9% | +161.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling