+378.4%
ASX vs LULU
-74.6%
+452.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -3.6% |
| 7D | +22.1% | -6.5% | +28.6% | +23.4% |
| 30D | -23.8% | +10.7% | -34.5% | -25.3% |
| 3M | -7.6% | -13.6% | +6.0% | -5.9% |
| 6M | +6.9% | -16.5% | +23.4% | +9.4% |
| YTD | +127.7% | -49.7% | +177.4% | +159.1% |
| 1Y | +144.5% | -38.9% | +183.4% | +164.7% |
| All | +378.4% | -74.6% | +452.9% | +499.1% |
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