+277.6%
UNP vs LULU
+53.6%
+224.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -0.9% |
| 7D | -1.8% | -1.6% | -0.2% | -1.5% |
| 30D | -2.7% | -18.1% | +15.4% | +0.5% |
| 3M | +6.5% | -18.8% | +25.3% | +9.9% |
| 6M | +14.4% | -39.2% | +53.6% | +23.9% |
| YTD | +24.8% | -52.4% | +77.2% | +42.0% |
| 1Y | +34.4% | -40.3% | +74.7% | +45.1% |
| 3Y | +43.6% | -75.1% | +118.7% | +79.7% |
| 5Y | +53.2% | -76.7% | +130.0% | +88.7% |
| All | +277.6% | +53.6% | +224.0% | +241.3% |
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 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