+963.7%
ASX vs LULU
+50.4%
+913.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.4% | -2.4% |
| 7D | +6.5% | -20.4% | +26.9% | +12.9% |
| 30D | +3.1% | -22.9% | +26.0% | +9.9% |
| 3M | +17.4% | -18.5% | +35.9% | +22.2% |
| 6M | +85.4% | -41.8% | +127.2% | +112.5% |
| YTD | +150.1% | -53.4% | +203.4% | +205.0% |
| 1Y | +256.3% | -40.9% | +297.2% | +299.9% |
| 3Y | +446.9% | -75.6% | +522.4% | +673.0% |
| 5Y | +447.1% | -77.2% | +524.3% | +662.9% |
| All | +963.7% | +50.4% | +913.3% | +1,030.3% |
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