+94.6%
HAL vs LULU
-77.4%
+171.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | 0.0% | -2.4% |
| 7D | -3.3% | -20.4% | +17.2% | 0.0% |
| 30D | +7.2% | -22.9% | +30.1% | +11.3% |
| 3M | -8.8% | -18.5% | +9.7% | -6.4% |
| 6M | +3.0% | -41.8% | +44.8% | +11.5% |
| YTD | +29.4% | -53.4% | +82.8% | +45.8% |
| 1Y | +62.8% | -40.9% | +103.7% | +74.2% |
| 3Y | -6.4% | -75.6% | +69.1% | +14.3% |
| All | +94.6% | -77.4% | +171.9% | +137.1% |
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