+140.2%
UAL vs LULU
-77.2%
+217.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.3% | +0.6% |
| 7D | -2.0% | -20.4% | +18.4% | +6.3% |
| 30D | -15.7% | -22.9% | +7.2% | -7.6% |
| 3M | +3.6% | -18.5% | +22.1% | +10.7% |
| 6M | +16.9% | -41.8% | +58.7% | +43.2% |
| YTD | -4.8% | -53.4% | +48.6% | +27.7% |
| 1Y | -0.9% | -40.9% | +39.9% | +19.3% |
| 3Y | +124.5% | -75.6% | +200.0% | +262.4% |
| 5Y | +140.2% | -77.2% | +217.4% | +240.1% |
| All | +140.2% | -77.2% | +217.3% | +240.1% |
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