+223.3%
HOOD vs LULU
-74.9%
+298.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.8% | -1.8% |
| 7D | -7.8% | -1.6% | -6.2% | -7.1% |
| 30D | +18.6% | -18.1% | +36.7% | +30.0% |
| 3M | +22.1% | -18.8% | +40.8% | +32.9% |
| 6M | +43.1% | -39.2% | +82.3% | +82.4% |
| YTD | -0.5% | -52.4% | +51.9% | +45.6% |
| 1Y | -4.4% | -40.3% | +35.9% | +21.6% |
| 3Y | +938.5% | -75.1% | +1,013.6% | +1,939.9% |
| 5Y | +173.4% | -76.7% | +250.2% | +419.5% |
| All | +223.3% | -74.9% | +298.2% | +500.7% |
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