+243.5%
PLD vs LULU
+53.6%
+189.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.5% |
| 7D | -1.2% | -1.6% | +0.5% | -0.8% |
| 30D | -3.5% | -18.1% | +14.6% | +0.2% |
| 3M | -7.1% | -18.8% | +11.7% | -3.6% |
| 6M | +2.6% | -39.2% | +41.8% | +12.9% |
| YTD | +8.0% | -52.4% | +60.3% | +25.3% |
| 1Y | +22.1% | -40.3% | +62.4% | +33.5% |
| 3Y | +22.3% | -75.1% | +97.4% | +58.3% |
| 5Y | +17.3% | -76.7% | +94.1% | +49.1% |
| All | +243.5% | +53.6% | +189.9% | +234.8% |
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 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