+606.9%
LULU vs DLTR
+832.2%
-225.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -1.6% | -10.1% | +8.5% | +2.5% |
| 30D | -18.1% | -8.1% | -10.0% | -15.5% |
| 3M | -18.8% | +2.9% | -21.6% | -19.9% |
| 6M | -39.2% | +4.3% | -43.5% | -41.3% |
| YTD | -52.4% | -3.9% | -48.4% | -52.6% |
| 1Y | -40.3% | +18.9% | -59.2% | -45.8% |
| 3Y | -75.1% | +1.9% | -77.0% | -77.2% |
| 5Y | -76.7% | +31.0% | -107.7% | -81.7% |
| 10Y | +52.7% | +44.8% | +8.0% | +2.8% |
| All | +606.9% | +832.2% | -225.3% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 all: compounded portfolio wealth divided by compounded DLTR 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…
all analysis · Full analysis span regression · 6 months rolling