+59.2%
LUV vs LULU
-31.7%
+91.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.8% | +2.1% | +5.4% |
| 7D | +6.8% | +6.5% | +0.3% | +4.9% |
| 30D | +10.9% | +20.3% | -9.4% | +5.2% |
| 3M | -4.2% | -8.9% | +4.7% | -3.0% |
| 6M | +22.1% | -13.1% | +35.3% | +25.3% |
| YTD | +13.8% | -46.1% | +59.9% | +33.3% |
| 1Y | +59.2% | -30.3% | +89.5% | +52.8% |
| All | +59.2% | -31.7% | +91.0% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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