+16.3%
PLD vs LULU
-77.0%
+93.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.4% |
| 7D | -0.7% | -16.9% | +16.3% | +2.6% |
| 30D | -2.2% | -22.0% | +19.7% | +2.2% |
| 3M | -7.4% | -17.8% | +10.5% | -4.4% |
| 6M | +1.9% | -41.3% | +43.2% | +12.1% |
| YTD | +7.9% | -52.0% | +59.9% | +23.6% |
| 1Y | +25.1% | -39.8% | +64.9% | +35.4% |
| 3Y | +21.9% | -74.8% | +96.7% | +55.2% |
| 5Y | +16.3% | -76.3% | +92.6% | +38.0% |
| All | +16.3% | -77.0% | +93.3% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling