+427.0%
MCK vs LULU
+53.6%
+373.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.2% |
| 7D | -2.9% | -1.6% | -1.3% | -2.8% |
| 30D | +0.4% | -18.1% | +18.5% | +2.3% |
| 3M | +12.1% | -18.8% | +30.9% | +14.2% |
| 6M | -5.4% | -39.2% | +33.8% | -1.0% |
| YTD | +7.8% | -52.4% | +60.2% | +15.7% |
| 1Y | +22.9% | -40.3% | +63.2% | +28.3% |
| 3Y | +110.7% | -75.1% | +185.8% | +138.3% |
| 5Y | +346.2% | -76.7% | +422.9% | +398.8% |
| All | +427.0% | +53.6% | +373.4% | +345.4% |
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 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