+159.7%
GILD vs LULU
+53.6%
+106.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -2.9% | -1.0% |
| 7D | -4.8% | -1.6% | -3.2% | -4.7% |
| 30D | +5.8% | -18.1% | +23.9% | +7.7% |
| 3M | +14.9% | -18.8% | +33.7% | +17.0% |
| 6M | -0.4% | -39.2% | +38.9% | +4.3% |
| YTD | +18.5% | -52.4% | +70.9% | +27.1% |
| 1Y | +25.1% | -40.3% | +65.4% | +30.4% |
| 3Y | +105.9% | -75.1% | +181.0% | +132.7% |
| 5Y | +143.0% | -76.7% | +219.7% | +171.7% |
| All | +159.7% | +53.6% | +106.1% | +130.9% |
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