+113.2%
LULU vs ARES
+1,107.9%
-994.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -1.9% |
| 7D | -20.4% | -7.7% | -12.7% | -18.1% |
| 30D | -22.9% | -8.7% | -14.2% | -20.4% |
| 3M | -18.5% | +2.8% | -21.4% | -19.9% |
| 6M | -41.8% | +23.1% | -64.8% | -46.7% |
| YTD | -53.4% | -17.3% | -36.1% | -51.1% |
| 1Y | -40.9% | -24.3% | -16.6% | -36.3% |
| 3Y | -75.6% | +34.9% | -110.5% | -79.2% |
| 5Y | -77.2% | +93.5% | -170.7% | -83.3% |
| 10Y | +49.5% | +969.2% | -919.7% | -26.8% |
| All | +113.2% | +1,107.9% | -994.8% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded ARES 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling