+600.2%
WMB vs LULU
+725.5%
-125.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.7% |
| 7D | +0.8% | -12.6% | +13.3% | +3.3% |
| 30D | +7.7% | -19.7% | +27.5% | +12.4% |
| 3M | +6.7% | -12.2% | +18.9% | +8.6% |
| 6M | +3.6% | -39.3% | +43.0% | +13.7% |
| YTD | +28.0% | -50.3% | +78.3% | +46.2% |
| 1Y | +37.6% | -38.6% | +76.2% | +48.8% |
| 3Y | +149.0% | -74.0% | +223.0% | +213.0% |
| 5Y | +285.3% | -72.9% | +358.2% | +359.2% |
| 10Y | +302.1% | +56.2% | +245.9% | +186.8% |
| All | +600.2% | +725.5% | -125.3% | +112.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling