+498.2%
HCA vs LULU
+53.6%
+444.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +0.9% |
| 7D | +5.4% | -1.6% | +7.0% | +5.7% |
| 30D | +3.0% | -18.1% | +21.1% | +7.0% |
| 3M | +13.0% | -18.8% | +31.8% | +17.5% |
| 6M | -20.3% | -39.2% | +18.9% | -12.2% |
| YTD | -8.2% | -52.4% | +44.1% | +6.4% |
| 1Y | +6.7% | -40.3% | +47.0% | +16.5% |
| 3Y | +60.4% | -75.1% | +135.5% | +106.9% |
| 5Y | +73.4% | -76.7% | +150.2% | +119.6% |
| All | +498.2% | +53.6% | +444.6% | +393.8% |
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