+384.3%
PLD vs LULU
+704.9%
-320.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -17.4% | +16.6% | +5.6% |
| 7D | -2.4% | -16.7% | +14.3% | +3.5% |
| 30D | -2.4% | -18.5% | +16.1% | +4.0% |
| 3M | -3.8% | -19.5% | +15.7% | +2.3% |
| 6M | 0.0% | -41.9% | +41.9% | +18.7% |
| YTD | +9.2% | -51.6% | +60.8% | +37.7% |
| 1Y | +25.9% | -51.2% | +77.1% | +55.1% |
| 3Y | +21.3% | -75.1% | +96.4% | +80.7% |
| 5Y | +14.1% | -74.1% | +88.2% | +57.6% |
| 10Y | +237.9% | +46.7% | +191.1% | +97.1% |
| All | +384.3% | +704.9% | -320.6% | -43.4% |
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