+298.4%
WMB vs LULU
+53.6%
+244.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.4% |
| 7D | -1.0% | -1.6% | +0.6% | -0.8% |
| 30D | -0.4% | -18.1% | +17.7% | +2.3% |
| 3M | +3.2% | -18.8% | +22.0% | +5.8% |
| 6M | +0.1% | -39.2% | +39.3% | +7.0% |
| YTD | +23.9% | -52.4% | +76.2% | +37.6% |
| 1Y | +27.6% | -40.3% | +67.9% | +35.5% |
| 3Y | +141.9% | -75.1% | +217.0% | +191.4% |
| 5Y | +273.8% | -76.7% | +350.5% | +343.3% |
| All | +298.4% | +53.6% | +244.8% | +246.2% |
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