+361.0%
ORLY vs LULU
+53.6%
+307.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | 0.0% |
| 7D | -2.4% | -1.6% | -0.7% | -2.1% |
| 30D | -6.8% | -18.1% | +11.4% | -3.9% |
| 3M | -4.8% | -18.8% | +14.0% | -1.8% |
| 6M | -9.1% | -39.2% | +30.1% | -1.9% |
| YTD | -5.9% | -52.4% | +46.5% | +5.7% |
| 1Y | -20.4% | -40.3% | +19.9% | -14.6% |
| 3Y | +36.6% | -75.1% | +111.7% | +67.1% |
| 5Y | +117.3% | -76.7% | +194.1% | +161.5% |
| All | +361.0% | +53.6% | +307.4% | +288.2% |
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