+165.2%
EQT vs LULU
+675.0%
-509.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.5% | +1.1% |
| 7D | -1.2% | -20.4% | +19.3% | +2.6% |
| 30D | +1.1% | -22.9% | +24.0% | +5.3% |
| 3M | +4.8% | -18.5% | +23.3% | +7.8% |
| 6M | -10.6% | -41.8% | +31.2% | -2.9% |
| YTD | +3.4% | -53.4% | +56.8% | +16.6% |
| 1Y | +8.7% | -40.9% | +49.6% | +16.8% |
| 3Y | +35.0% | -75.6% | +110.5% | +64.2% |
| 5Y | +204.2% | -77.2% | +281.5% | +266.0% |
| 10Y | +52.5% | +49.5% | +3.0% | +14.8% |
| All | +165.2% | +675.0% | -509.8% | -7.0% |
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