+90.2%
B vs LULU
+725.5%
-635.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.0% | -1.7% |
| 7D | +2.3% | -12.6% | +14.9% | +3.5% |
| 30D | +1.4% | -19.7% | +21.1% | +3.3% |
| 3M | +12.2% | -12.2% | +24.4% | +13.3% |
| 6M | -2.1% | -39.3% | +37.2% | +2.3% |
| YTD | +2.9% | -50.3% | +53.3% | +9.5% |
| 1Y | +55.3% | -38.6% | +93.9% | +61.5% |
| 3Y | +198.7% | -74.0% | +272.7% | +231.3% |
| 5Y | +153.8% | -72.9% | +226.7% | +175.6% |
| 10Y | +193.4% | +56.2% | +137.3% | +158.2% |
| All | +90.2% | +725.5% | -635.3% | -1.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling