-74.6%
LULU vs PLTD
-76.9%
+2.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.1% |
| 7D | -1.6% | +4.2% | -5.9% | -1.0% |
| 30D | -18.1% | +0.7% | -18.9% | -17.7% |
| 3M | -18.8% | -32.4% | +13.6% | -21.6% |
| 6M | -39.2% | -26.2% | -13.0% | -40.1% |
| YTD | -52.4% | -17.0% | -35.4% | -52.2% |
| 1Y | -40.3% | -26.7% | -13.6% | -40.8% |
| All | -74.6% | -76.9% | +2.3% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling