+916.1%
WDC vs LULU
-76.9%
+993.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.1% | -3.4% |
| 7D | -4.3% | -1.6% | -2.7% | -4.0% |
| 30D | -1.5% | -18.1% | +16.6% | +1.7% |
| 3M | -15.5% | -18.8% | +3.3% | -13.6% |
| 6M | +66.5% | -39.2% | +105.7% | +83.5% |
| YTD | +159.9% | -52.4% | +212.2% | +205.8% |
| 1Y | +366.0% | -40.3% | +406.3% | +407.7% |
| 3Y | +1,285.8% | -75.1% | +1,360.9% | +1,775.4% |
| All | +916.1% | -76.9% | +993.0% | +1,111.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling