-81.0%
PATH vs LULU
-66.1%
-14.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.1% | +3.8% |
| 7D | -2.7% | -4.1% | +1.4% | -0.6% |
| 30D | -1.4% | +13.5% | -14.9% | -8.5% |
| 3M | -16.4% | -14.5% | -2.0% | -10.0% |
| 6M | +23.3% | -15.0% | +38.2% | +32.9% |
| YTD | -19.8% | -48.3% | +28.5% | +11.6% |
| 1Y | -8.6% | -36.7% | +28.2% | +12.8% |
| 3Y | -24.0% | -74.0% | +50.0% | +44.3% |
| 5Y | -77.1% | -76.3% | -0.8% | -59.1% |
| All | -81.0% | -66.1% | -14.9% | -71.6% |
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