+280.3%
DOCN vs LULU
-38.5%
+318.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.6% | +10.1% | +12.3% |
| 7D | +16.3% | -12.6% | +28.9% | +17.7% |
| 30D | +2.0% | -19.7% | +21.8% | +5.1% |
| 3M | -25.2% | -12.2% | -13.0% | -24.9% |
| 6M | +132.7% | -39.3% | +172.0% | +166.7% |
| YTD | +163.3% | -50.3% | +213.6% | +227.9% |
| 1Y | +280.3% | -38.6% | +319.0% | +316.1% |
| All | +280.3% | -38.5% | +318.8% | +316.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling