-51.2%
LULU vs PLTD
-33.9%
-17.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +4.6% | -22.0% | -16.7% |
| 7D | -16.7% | +5.9% | -22.7% | -15.8% |
| 30D | -18.5% | -11.6% | -6.9% | -19.4% |
| 3M | -19.5% | -29.9% | +10.5% | -21.6% |
| 6M | -41.9% | -28.5% | -13.4% | -42.7% |
| YTD | -51.6% | -20.4% | -31.2% | -51.3% |
| 1Y | -51.2% | -33.3% | -17.9% | -54.3% |
| All | -51.2% | -33.9% | -17.3% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling