+155.3%
HBAN vs LULU
+53.6%
+101.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.3% |
| 7D | -1.0% | -1.6% | +0.6% | -0.7% |
| 30D | -5.6% | -18.1% | +12.5% | -1.8% |
| 3M | -1.1% | -18.8% | +17.6% | +2.7% |
| 6M | +9.9% | -39.2% | +49.1% | +21.4% |
| YTD | -0.9% | -52.4% | +51.4% | +15.4% |
| 1Y | -1.4% | -40.3% | +38.9% | +8.5% |
| 3Y | +78.2% | -75.1% | +153.3% | +131.4% |
| 5Y | +37.0% | -76.7% | +113.8% | +74.8% |
| All | +155.3% | +53.6% | +101.7% | +146.1% |
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 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