+356.9%
PLD vs LULU
+735.7%
-378.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.1% |
| 7D | 0.0% | -6.5% | +6.5% | +2.5% |
| 30D | -3.7% | +10.7% | -14.5% | -7.7% |
| 3M | -7.9% | -13.6% | +5.6% | -4.5% |
| 6M | -9.2% | -16.5% | +7.3% | -5.5% |
| YTD | +3.1% | -49.7% | +52.8% | +27.3% |
| 1Y | +6.2% | -38.9% | +45.1% | +21.3% |
| 3Y | +35.4% | -74.7% | +110.2% | +100.1% |
| 5Y | +0.1% | -76.9% | +77.0% | +45.2% |
| 10Y | +268.0% | +80.6% | +187.4% | +95.7% |
| All | +356.9% | +735.7% | -378.8% | -47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling