+417.4%
WDC vs LULU
-49.9%
+467.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -17.4% | +23.2% | +3.3% |
| 7D | +1.7% | -16.7% | +18.5% | -0.6% |
| 30D | -10.0% | -18.5% | +8.6% | -12.0% |
| 3M | -18.8% | -19.5% | +0.7% | -19.4% |
| 6M | +79.0% | -41.9% | +120.9% | +79.5% |
| YTD | +171.6% | -51.6% | +223.1% | +174.9% |
| 1Y | +417.4% | -51.2% | +468.6% | +424.9% |
| All | +417.4% | -49.9% | +467.3% | +424.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling