+3,101.0%
MPC vs LULU
+89.1%
+3,011.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -17.4% | +17.7% | +4.2% |
| 7D | +5.4% | -16.7% | +22.2% | +9.3% |
| 30D | +31.0% | -18.5% | +49.5% | +36.2% |
| 3M | +46.0% | -19.5% | +65.5% | +51.6% |
| 6M | +77.3% | -41.9% | +119.2% | +96.7% |
| YTD | +141.9% | -51.6% | +193.5% | +179.2% |
| 1Y | +120.9% | -51.2% | +172.1% | +151.3% |
| 3Y | +182.7% | -75.1% | +257.8% | +266.2% |
| 5Y | +646.4% | -74.1% | +720.5% | +818.4% |
| 10Y | +1,138.7% | +46.7% | +1,092.0% | +873.6% |
| All | +3,101.0% | +89.1% | +3,011.9% | +1,972.7% |
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