+479.4%
ASX vs LULU
-77.0%
+556.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.5% |
| 7D | +11.1% | -16.9% | +28.1% | +16.4% |
| 30D | +9.6% | -22.0% | +31.6% | +16.5% |
| 3M | +18.6% | -17.8% | +36.5% | +23.3% |
| 6M | +92.1% | -41.3% | +133.4% | +121.4% |
| YTD | +158.5% | -52.0% | +210.5% | +216.7% |
| 1Y | +271.9% | -39.8% | +311.7% | +317.0% |
| 3Y | +465.2% | -74.8% | +540.1% | +719.4% |
| 5Y | +479.4% | -76.3% | +555.7% | +724.6% |
| All | +479.4% | -77.0% | +556.4% | +724.6% |
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