+498.2%
ASX vs LULU
-77.2%
+575.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -3.3% |
| 7D | +22.1% | -6.5% | +28.6% | +24.3% |
| 30D | -23.8% | +10.7% | -34.5% | -26.3% |
| 3M | -7.6% | -13.6% | +6.0% | -5.2% |
| 6M | +6.9% | -16.5% | +23.4% | +10.2% |
| YTD | +127.7% | -49.7% | +177.4% | +173.4% |
| 1Y | +144.5% | -38.9% | +183.4% | +173.2% |
| 3Y | +377.8% | -74.7% | +452.5% | +594.4% |
| 5Y | +498.2% | -76.9% | +575.1% | +789.4% |
| All | +498.2% | -77.2% | +575.4% | +789.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling