+428.1%
WMT vs LULU
+53.6%
+374.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.8% | +1.1% |
| 7D | 0.0% | -1.6% | +1.6% | +0.2% |
| 30D | -7.4% | -18.1% | +10.7% | -5.3% |
| 3M | -10.9% | -18.8% | +7.9% | -8.9% |
| 6M | -12.7% | -39.2% | +26.5% | -7.9% |
| YTD | -3.2% | -52.4% | +49.2% | +5.1% |
| 1Y | +5.3% | -40.3% | +45.6% | +10.5% |
| 3Y | +101.9% | -75.1% | +177.0% | +133.0% |
| 5Y | +134.6% | -76.7% | +211.3% | +167.1% |
| All | +428.1% | +53.6% | +374.4% | +416.4% |
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