+129.5%
KMI vs LULU
+53.6%
+75.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.6% |
| 7D | -1.7% | -1.6% | -0.1% | -1.5% |
| 30D | -2.7% | -18.1% | +15.4% | -0.2% |
| 3M | -0.7% | -18.8% | +18.1% | +1.8% |
| 6M | -5.0% | -39.2% | +34.2% | +1.3% |
| YTD | +15.5% | -52.4% | +67.8% | +27.8% |
| 1Y | +16.4% | -40.3% | +56.7% | +23.5% |
| 3Y | +114.2% | -75.1% | +189.3% | +155.8% |
| 5Y | +153.3% | -76.7% | +230.0% | +198.0% |
| All | +129.5% | +53.6% | +75.9% | +88.9% |
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