+8.8%
DUK vs LULU
-30.7%
+39.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.4% |
| 7D | +3.3% | +1.8% | +1.5% | +3.3% |
| 30D | +12.5% | +19.4% | -6.9% | +12.6% |
| 3M | +6.4% | -9.5% | +15.9% | +5.8% |
| 6M | +3.7% | -14.2% | +17.9% | +2.7% |
| YTD | +13.9% | -46.2% | +60.1% | +11.0% |
| 1Y | +8.8% | -33.3% | +42.1% | +7.0% |
| All | +8.8% | -30.7% | +39.5% | +7.0% |
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