+476.3%
ASX vs LULU
-74.8%
+551.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.2% |
| 7D | +11.1% | -16.9% | +28.1% | +14.5% |
| 30D | +9.6% | -22.0% | +31.6% | +14.2% |
| 3M | +18.6% | -17.8% | +36.5% | +21.8% |
| 6M | +92.1% | -41.3% | +133.4% | +112.3% |
| YTD | +158.5% | -52.0% | +210.5% | +198.2% |
| 1Y | +271.9% | -39.8% | +311.7% | +302.8% |
| All | +476.3% | -74.8% | +551.1% | +632.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling