+7.2%
GEHC vs LULU
-69.7%
+76.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -1.0% |
| 7D | -7.2% | -1.6% | -5.5% | -6.9% |
| 30D | -11.6% | -18.1% | +6.6% | -8.1% |
| 3M | -0.8% | -18.8% | +17.9% | +3.0% |
| 6M | -11.9% | -39.2% | +27.3% | -3.0% |
| YTD | -21.9% | -52.4% | +30.4% | -9.8% |
| 1Y | -17.8% | -40.3% | +22.5% | -9.5% |
| 3Y | -3.5% | -75.1% | +71.6% | +21.1% |
| All | +7.2% | -69.7% | +76.9% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling