+547.4%
PLTR vs LULU
-76.9%
+624.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | -0.2% |
| 7D | -4.1% | -1.6% | -2.4% | -3.4% |
| 30D | -2.2% | -18.1% | +15.9% | +6.2% |
| 3M | +27.6% | -18.8% | +46.3% | +38.7% |
| 6M | +10.3% | -39.2% | +49.5% | +36.3% |
| YTD | -5.9% | -52.4% | +46.5% | +29.9% |
| 1Y | +1.7% | -40.3% | +42.0% | +23.5% |
| 3Y | +959.1% | -75.1% | +1,034.2% | +1,773.0% |
| All | +547.4% | -76.9% | +624.3% | +1,066.6% |
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