+533.3%
FAST vs LULU
+82.0%
+451.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.9% |
| 7D | +4.2% | -4.6% | +8.8% | +5.2% |
| 30D | +6.7% | +12.3% | -5.6% | +3.8% |
| 3M | +8.0% | -11.6% | +19.7% | +9.9% |
| 6M | +27.4% | -12.8% | +40.3% | +29.5% |
| YTD | +40.5% | -49.2% | +89.7% | +60.0% |
| 1Y | +38.4% | -37.7% | +76.1% | +50.2% |
| 3Y | +98.7% | -74.7% | +173.3% | +154.2% |
| 5Y | +106.7% | -76.7% | +183.4% | +160.9% |
| All | +533.3% | +82.0% | +451.4% | +448.3% |
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