+237.0%
HOOD vs LULU
-73.8%
+310.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -5.3% |
| 7D | +13.4% | -12.6% | +25.9% | +20.5% |
| 30D | +25.8% | -19.7% | +45.5% | +39.4% |
| 3M | +38.0% | -12.2% | +50.2% | +43.8% |
| 6M | +52.2% | -39.3% | +91.6% | +94.7% |
| YTD | +3.7% | -50.3% | +54.1% | +48.5% |
| 1Y | +0.1% | -38.6% | +38.7% | +25.5% |
| 3Y | +992.6% | -74.0% | +1,066.5% | +1,995.2% |
| 5Y | +193.0% | -72.9% | +265.9% | +425.2% |
| All | +237.0% | -73.8% | +310.8% | +512.4% |
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