+985.8%
ASX vs LULU
+82.0%
+903.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.4% |
| 7D | +12.4% | -4.6% | +17.0% | +13.8% |
| 30D | -19.8% | +12.3% | -32.1% | -22.9% |
| 3M | -10.3% | -11.6% | +1.3% | -8.7% |
| 6M | +1.2% | -12.8% | +14.1% | +2.8% |
| YTD | +123.0% | -49.2% | +172.2% | +164.0% |
| 1Y | +145.4% | -37.7% | +183.2% | +171.3% |
| 3Y | +368.6% | -74.7% | +443.3% | +556.4% |
| 5Y | +486.0% | -76.7% | +562.7% | +709.4% |
| All | +985.8% | +82.0% | +903.8% | +985.2% |
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