+68.3%
HAL vs LULU
-49.9%
+118.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.4% | +16.8% | -0.2% |
| 7D | +2.9% | -16.7% | +19.7% | +3.4% |
| 30D | +17.0% | -18.5% | +35.6% | +17.6% |
| 3M | -9.7% | -19.5% | +9.8% | -9.0% |
| 6M | +8.6% | -41.9% | +50.5% | +12.0% |
| YTD | +33.0% | -51.6% | +84.6% | +40.7% |
| 1Y | +68.3% | -51.2% | +119.5% | +73.7% |
| All | +68.3% | -49.9% | +118.2% | +73.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling