-5.3%
PATH vs LULU
-31.7%
+26.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.8% | -1.9% | +0.7% |
| 7D | -4.8% | +6.5% | -11.3% | -7.6% |
| 30D | +2.7% | +20.3% | -17.7% | -6.4% |
| 3M | -4.2% | -8.9% | +4.7% | +0.2% |
| 6M | +24.7% | -13.1% | +37.9% | +32.2% |
| YTD | -17.6% | -46.1% | +28.5% | +1.6% |
| 1Y | -5.3% | -30.3% | +24.9% | +6.6% |
| All | -5.3% | -31.7% | +26.4% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling