+3,312.9%
MPC vs LULU
+98.6%
+3,214.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.2% |
| 7D | +11.2% | -4.6% | +15.9% | +12.3% |
| 30D | -14.5% | +12.3% | -26.8% | -17.1% |
| 3M | +16.7% | -11.6% | +28.3% | +18.5% |
| 6M | +67.6% | -12.8% | +80.4% | +69.5% |
| YTD | +157.9% | -49.2% | +207.1% | +192.5% |
| 1Y | +116.7% | -37.7% | +154.4% | +132.8% |
| 3Y | +199.8% | -74.7% | +274.4% | +285.8% |
| 5Y | +604.4% | -76.7% | +681.1% | +792.7% |
| 10Y | +1,171.5% | +82.7% | +1,088.8% | +847.8% |
| All | +3,312.9% | +98.6% | +3,214.4% | +2,071.4% |
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 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