+18.7%
PATH vs LULU
-38.5%
+57.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.6% | -10.3% | -9.1% |
| 7D | -22.8% | -12.6% | -10.2% | -16.8% |
| 30D | -6.9% | -19.7% | +12.8% | +4.1% |
| 3M | +25.4% | -12.2% | +37.6% | +34.2% |
| 6M | +18.1% | -39.3% | +57.5% | +47.6% |
| YTD | -14.5% | -50.3% | +35.8% | +15.6% |
| 1Y | +18.7% | -38.6% | +57.3% | +44.8% |
| All | +18.7% | -38.5% | +57.2% | +44.8% |
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