+2.6%
HAL vs LULU
+53.6%
-51.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.2% |
| 7D | -3.3% | -1.6% | -1.7% | -3.0% |
| 30D | +8.2% | -18.1% | +26.3% | +12.9% |
| 3M | -9.4% | -18.8% | +9.3% | -5.7% |
| 6M | +0.6% | -39.2% | +39.8% | +11.9% |
| YTD | +28.6% | -52.4% | +80.9% | +52.2% |
| 1Y | +63.9% | -40.3% | +104.2% | +81.0% |
| 3Y | -7.1% | -75.1% | +68.0% | +24.6% |
| 5Y | +102.3% | -76.7% | +179.1% | +166.9% |
| All | +2.6% | +53.6% | -51.0% | -17.6% |
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