+177.2%
FDX vs LULU
+53.6%
+123.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.5% |
| 7D | -3.3% | -1.6% | -1.6% | -2.9% |
| 30D | -4.5% | -18.1% | +13.6% | -0.2% |
| 3M | -7.3% | -18.8% | +11.4% | -3.4% |
| 6M | +7.5% | -39.2% | +46.7% | +20.4% |
| YTD | +35.1% | -52.4% | +87.5% | +60.9% |
| 1Y | +71.4% | -40.3% | +111.7% | +90.7% |
| 3Y | +60.8% | -75.1% | +135.9% | +116.2% |
| 5Y | +65.5% | -76.7% | +142.2% | +118.1% |
| All | +177.2% | +53.6% | +123.6% | +150.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling