+106.2%
UAL vs LULU
+53.6%
+52.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +1.0% | +2.3% |
| 7D | -1.4% | -1.6% | +0.2% | -0.8% |
| 30D | -12.2% | -18.1% | +5.9% | -6.5% |
| 3M | -2.5% | -18.8% | +16.3% | +3.9% |
| 6M | +21.1% | -39.2% | +60.3% | +44.0% |
| YTD | -1.8% | -52.4% | +50.6% | +28.1% |
| 1Y | +0.4% | -40.3% | +40.7% | +19.2% |
| 3Y | +130.3% | -75.1% | +205.4% | +261.7% |
| 5Y | +147.7% | -76.7% | +224.4% | +280.7% |
| All | +106.2% | +53.6% | +52.6% | +97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling