+1,188.5%
WDC vs LULU
+53.6%
+1,134.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.1% | -3.6% |
| 7D | -4.3% | -1.6% | -2.7% | -3.9% |
| 30D | -1.5% | -18.1% | +16.6% | +2.9% |
| 3M | -15.5% | -18.8% | +3.3% | -12.9% |
| 6M | +66.5% | -39.2% | +105.7% | +87.6% |
| YTD | +159.9% | -52.4% | +212.2% | +215.8% |
| 1Y | +366.0% | -40.3% | +406.3% | +418.6% |
| 3Y | +1,285.8% | -75.1% | +1,360.9% | +1,876.1% |
| 5Y | +925.6% | -76.7% | +1,002.3% | +1,333.0% |
| All | +1,188.5% | +53.6% | +1,134.9% | +1,069.4% |
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