+0.1%
PLD vs LULU
-77.2%
+77.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.6% |
| 7D | 0.0% | -6.5% | +6.5% | +1.3% |
| 30D | -3.7% | +10.7% | -14.5% | -5.8% |
| 3M | -7.9% | -13.6% | +5.6% | -5.9% |
| 6M | -9.2% | -16.5% | +7.3% | -7.0% |
| YTD | +3.1% | -49.7% | +52.8% | +16.7% |
| 1Y | +6.2% | -38.9% | +45.1% | +14.8% |
| 3Y | +35.4% | -74.7% | +110.2% | +73.2% |
| 5Y | +0.1% | -76.9% | +77.0% | +21.2% |
| All | +0.1% | -77.2% | +77.3% | +21.2% |
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