-81.2%
PATH vs LULU
-64.5%
-16.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -1.0% |
| 7D | -2.7% | +4.4% | -7.1% | -4.9% |
| 30D | -3.7% | +19.1% | -22.8% | -12.8% |
| 3M | -13.8% | -12.5% | -1.3% | -8.2% |
| 6M | +20.3% | -14.2% | +34.5% | +29.1% |
| YTD | -20.8% | -45.8% | +25.0% | +7.6% |
| 1Y | -9.2% | -32.3% | +23.0% | +8.0% |
| 3Y | -21.8% | -72.3% | +50.6% | +43.2% |
| 5Y | -77.4% | -76.1% | -1.3% | -60.0% |
| All | -81.2% | -64.5% | -16.7% | -72.6% |
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 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