+637.1%
LULU vs ALK
+620.3%
+16.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +3.7% |
| 7D | -12.6% | +0.1% | -12.7% | -12.7% |
| 30D | -19.7% | -18.5% | -1.3% | -14.1% |
| 3M | -12.2% | -3.6% | -8.7% | -12.2% |
| 6M | -39.3% | -3.7% | -35.7% | -40.0% |
| YTD | -50.3% | -19.0% | -31.3% | -48.3% |
| 1Y | -38.6% | -36.0% | -2.6% | -30.9% |
| 3Y | -74.0% | +2.3% | -76.3% | -76.6% |
| 5Y | -72.9% | -27.8% | -45.2% | -72.9% |
| 10Y | +56.2% | -39.0% | +95.1% | +42.2% |
| All | +637.1% | +620.3% | +16.8% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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