+257.2%
PLD vs LULU
+82.0%
+175.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +1.3% | -4.6% | +6.0% | +2.4% |
| 30D | -1.4% | +12.3% | -13.7% | -4.1% |
| 3M | -8.2% | -11.6% | +3.5% | -6.4% |
| 6M | -8.0% | -12.8% | +4.8% | -6.5% |
| YTD | +3.2% | -49.2% | +52.3% | +17.7% |
| 1Y | +7.0% | -37.7% | +44.8% | +16.0% |
| 3Y | +38.3% | -74.7% | +112.9% | +78.6% |
| 5Y | +0.2% | -76.7% | +76.8% | +27.4% |
| All | +257.2% | +82.0% | +175.2% | +227.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling