+112.2%
WDAY vs LULU
+53.6%
+58.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.5% |
| 7D | -5.2% | -1.6% | -3.5% | -4.7% |
| 30D | +5.9% | -18.1% | +24.1% | +13.6% |
| 3M | +42.3% | -18.8% | +61.0% | +53.5% |
| 6M | +34.7% | -39.2% | +73.9% | +60.6% |
| YTD | -13.5% | -52.4% | +38.8% | +13.0% |
| 1Y | -18.1% | -40.3% | +22.2% | -2.5% |
| 3Y | -26.4% | -75.1% | +48.7% | +14.5% |
| 5Y | -30.6% | -76.7% | +46.2% | +6.9% |
| All | +112.2% | +53.6% | +58.6% | +104.8% |
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