+54.6%
PPL vs LULU
+50.4%
+4.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.7% | +0.1% |
| 7D | -1.8% | -20.4% | +18.7% | 0.0% |
| 30D | -2.2% | -22.9% | +20.6% | -0.2% |
| 3M | -3.1% | -18.5% | +15.5% | -1.6% |
| 6M | -8.1% | -41.8% | +33.7% | -4.2% |
| YTD | 0.0% | -53.4% | +53.4% | +6.3% |
| 1Y | -1.3% | -40.9% | +39.6% | +2.3% |
| 3Y | +52.7% | -75.6% | +128.2% | +69.3% |
| 5Y | +37.4% | -77.2% | +114.6% | +50.7% |
| All | +54.6% | +50.4% | +4.3% | +54.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling