+606.9%
LULU vs HSY
+506.2%
+100.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.4% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -18.1% | -5.2% | -12.9% | -16.0% |
| 3M | -18.8% | -3.4% | -15.4% | -17.5% |
| 6M | -39.2% | -19.2% | -20.0% | -33.3% |
| YTD | -52.4% | -2.6% | -49.7% | -52.8% |
| 1Y | -40.3% | -3.8% | -36.5% | -40.8% |
| 3Y | -75.1% | -10.6% | -64.5% | -75.2% |
| 5Y | -76.7% | +12.3% | -89.0% | -80.1% |
| 10Y | +52.7% | +129.6% | -76.8% | -18.2% |
| All | +606.9% | +506.2% | +100.7% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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