+3,534.9%
WDC vs LULU
+675.0%
+2,859.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.8% | -1.6% | -3.6% |
| 7D | +4.4% | -20.4% | +24.9% | +10.4% |
| 30D | +5.3% | -22.9% | +28.2% | +11.8% |
| 3M | -5.9% | -18.5% | +12.6% | -3.1% |
| 6M | +73.2% | -41.8% | +115.0% | +96.0% |
| YTD | +167.8% | -53.4% | +221.2% | +221.7% |
| 1Y | +386.0% | -40.9% | +426.9% | +439.1% |
| 3Y | +1,309.7% | -75.6% | +1,385.3% | +1,844.3% |
| 5Y | +957.1% | -77.2% | +1,034.3% | +1,345.9% |
| 10Y | +1,246.7% | +49.5% | +1,197.2% | +931.8% |
| All | +3,534.9% | +675.0% | +2,859.9% | +1,186.1% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling