+392.8%
HL vs LULU
-75.0%
+467.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.6% |
| 7D | -4.4% | -1.6% | -2.7% | -4.1% |
| 30D | +9.3% | -18.1% | +27.4% | +13.0% |
| 3M | +32.0% | -18.8% | +50.8% | +36.4% |
| 6M | -6.4% | -39.2% | +32.8% | +2.0% |
| YTD | +3.1% | -52.4% | +55.5% | +17.4% |
| 1Y | +77.6% | -40.3% | +117.9% | +92.9% |
| 3Y | +392.8% | -75.1% | +467.9% | +518.2% |
| All | +392.8% | -75.0% | +467.9% | +518.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling