+2,166.1%
ASX vs LULU
+704.9%
+1,461.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.4% | +17.6% | +4.2% |
| 7D | -0.7% | -16.7% | +16.0% | +3.0% |
| 30D | +2.0% | -18.5% | +20.5% | +6.0% |
| 3M | -1.3% | -19.5% | +18.1% | +2.4% |
| 6M | +71.4% | -41.9% | +113.4% | +91.3% |
| YTD | +135.3% | -51.6% | +186.9% | +173.1% |
| 1Y | +267.5% | -51.2% | +318.7% | +320.3% |
| 3Y | +388.5% | -75.1% | +463.6% | +537.8% |
| 5Y | +417.1% | -74.1% | +491.2% | +557.7% |
| 10Y | +872.7% | +46.7% | +826.0% | +737.9% |
| All | +2,166.1% | +704.9% | +1,461.2% | +1,007.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling