+39.4%
HAL vs LULU
+725.5%
-686.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -1.4% |
| 7D | +0.5% | -12.6% | +13.0% | +3.5% |
| 30D | +15.9% | -19.7% | +35.7% | +21.9% |
| 3M | -8.7% | -12.2% | +3.5% | -6.8% |
| 6M | +9.0% | -39.3% | +48.4% | +21.4% |
| YTD | +32.0% | -50.3% | +82.4% | +54.4% |
| 1Y | +72.5% | -38.6% | +111.1% | +89.5% |
| 3Y | -4.5% | -74.0% | +69.4% | +25.8% |
| 5Y | +109.7% | -72.9% | +182.6% | +162.4% |
| 10Y | +1.2% | +56.2% | -55.0% | -23.7% |
| All | +39.4% | +725.5% | -686.1% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling