+3,407.5%
LLY vs LULU
+725.5%
+2,682.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.8% | -2.5% |
| 7D | -3.1% | -12.6% | +9.4% | -1.7% |
| 30D | -5.1% | -19.7% | +14.7% | -2.8% |
| 3M | -2.1% | -12.2% | +10.2% | -0.9% |
| 6M | +13.8% | -39.3% | +53.2% | +20.1% |
| YTD | +5.1% | -50.3% | +55.4% | +13.4% |
| 1Y | +53.1% | -38.6% | +91.7% | +60.8% |
| 3Y | +95.6% | -74.0% | +169.6% | +122.9% |
| 5Y | +361.5% | -72.9% | +434.4% | +414.0% |
| 10Y | +1,545.2% | +56.2% | +1,489.0% | +1,356.7% |
| All | +3,407.5% | +725.5% | +2,682.0% | +2,007.0% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling