-74.4%
LULU vs PLTD
-77.2%
+2.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.7% | -3.3% |
| 7D | -16.9% | -0.9% | -16.0% | -16.8% |
| 30D | -22.0% | +1.3% | -23.3% | -21.5% |
| 3M | -17.8% | -32.9% | +15.0% | -20.8% |
| 6M | -41.3% | -24.9% | -16.4% | -42.0% |
| YTD | -52.0% | -18.2% | -33.8% | -51.9% |
| 1Y | -39.8% | -28.7% | -11.1% | -40.6% |
| All | -74.4% | -77.2% | +2.8% | -77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling