+3,298.1%
MPC vs LULU
+96.3%
+3,201.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.3% | +3.1% |
| 7D | +9.4% | -6.5% | +16.0% | +11.0% |
| 30D | -13.4% | +10.7% | -24.2% | -15.8% |
| 3M | +18.9% | -13.6% | +32.5% | +21.3% |
| 6M | +64.9% | -16.5% | +81.4% | +68.5% |
| YTD | +156.8% | -49.7% | +206.5% | +191.9% |
| 1Y | +113.2% | -38.9% | +152.1% | +130.0% |
| 3Y | +201.8% | -74.7% | +276.6% | +288.6% |
| 5Y | +601.4% | -76.9% | +678.3% | +791.0% |
| 10Y | +1,166.0% | +80.6% | +1,085.4% | +846.1% |
| All | +3,298.1% | +96.3% | +3,201.8% | +2,067.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling