+0.4%
UAL vs LULU
-39.6%
+40.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +1.0% | +2.4% |
| 7D | -1.4% | -1.6% | +0.2% | -0.9% |
| 30D | -12.2% | -18.1% | +5.9% | -6.9% |
| 3M | -2.5% | -18.8% | +16.3% | +3.4% |
| 6M | +21.1% | -39.2% | +60.3% | +44.1% |
| YTD | -1.8% | -52.4% | +50.6% | +27.4% |
| 1Y | +0.4% | -40.3% | +40.7% | +18.5% |
| All | +0.4% | -39.6% | +40.1% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling