+161.5%
UAL vs LULU
+704.9%
-543.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -17.4% | +19.9% | +9.7% |
| 7D | +0.7% | -16.7% | +17.4% | +7.4% |
| 30D | -16.1% | -18.5% | +2.4% | -10.0% |
| 3M | +6.1% | -19.5% | +25.6% | +13.9% |
| 6M | +10.8% | -41.9% | +52.8% | +36.0% |
| YTD | -0.4% | -51.6% | +51.2% | +31.4% |
| 1Y | +5.0% | -51.2% | +56.2% | +35.5% |
| 3Y | +124.0% | -75.1% | +199.1% | +265.5% |
| 5Y | +141.0% | -74.1% | +215.1% | +271.0% |
| 10Y | +118.0% | +46.7% | +71.3% | +48.7% |
| All | +161.5% | +704.9% | -543.4% | -52.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling