+134.1%
BP vs LULU
+53.6%
+80.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.3% |
| 7D | +5.2% | -1.6% | +6.9% | +5.4% |
| 30D | +8.7% | -18.1% | +26.8% | +11.3% |
| 3M | +9.3% | -18.8% | +28.1% | +11.8% |
| 6M | +13.6% | -39.2% | +52.8% | +20.7% |
| YTD | +37.7% | -52.4% | +90.0% | +51.8% |
| 1Y | +40.6% | -40.3% | +80.9% | +48.4% |
| 3Y | +40.3% | -75.1% | +115.4% | +67.1% |
| 5Y | +141.4% | -76.7% | +218.2% | +183.7% |
| All | +134.1% | +53.6% | +80.5% | +105.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling