+243.8%
HPQ vs LULU
+53.6%
+190.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.2% | +6.2% | +7.8% |
| 7D | +9.8% | -1.6% | +11.4% | +10.2% |
| 30D | +22.4% | -18.1% | +40.5% | +28.6% |
| 3M | +45.2% | -18.8% | +63.9% | +52.5% |
| 6M | +96.4% | -39.2% | +135.6% | +123.7% |
| YTD | +65.4% | -52.4% | +117.8% | +103.1% |
| 1Y | +31.6% | -40.3% | +71.9% | +49.3% |
| 3Y | +37.0% | -75.1% | +112.1% | +95.0% |
| 5Y | +53.0% | -76.7% | +129.7% | +114.3% |
| All | +243.8% | +53.6% | +190.2% | +237.3% |
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