+124.6%
UAL vs LULU
-74.8%
+199.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.3% | +0.3% |
| 7D | -1.1% | -16.9% | +15.8% | +5.0% |
| 30D | -13.4% | -22.0% | +8.5% | -5.9% |
| 3M | -2.3% | -17.8% | +15.5% | +3.8% |
| 6M | +13.3% | -41.3% | +54.6% | +37.1% |
| YTD | -4.2% | -52.0% | +47.8% | +25.3% |
| 1Y | +1.4% | -39.8% | +41.2% | +20.3% |
| All | +124.6% | -74.8% | +199.5% | +218.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling