+27.4%
WMT vs LULU
-31.7%
+59.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.8% | -1.3% | +3.1% |
| 7D | +8.8% | +6.5% | +2.3% | +8.3% |
| 30D | +22.9% | +20.3% | +2.6% | +21.7% |
| 3M | +16.1% | -8.9% | +25.0% | +15.7% |
| 6M | -0.5% | -13.1% | +12.7% | -0.9% |
| YTD | +16.7% | -46.1% | +62.8% | +16.6% |
| 1Y | +27.4% | -30.3% | +57.6% | +28.6% |
| All | +27.4% | -31.7% | +59.1% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling