+18.7%
HPQ vs LULU
-49.9%
+68.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -17.4% | +19.6% | +4.6% |
| 7D | +6.9% | -16.7% | +23.7% | +9.2% |
| 30D | +14.4% | -18.5% | +33.0% | +17.2% |
| 3M | +25.6% | -19.5% | +45.1% | +28.6% |
| 6M | +75.0% | -41.9% | +117.0% | +87.8% |
| YTD | +50.7% | -51.6% | +102.3% | +65.5% |
| 1Y | +18.7% | -51.2% | +69.8% | +25.2% |
| All | +18.7% | -49.9% | +68.6% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling