-6.1%
PATH vs LULU
-74.8%
+68.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -17.4% | +0.7% | -9.7% |
| 7D | -16.3% | -16.7% | +0.4% | -9.6% |
| 30D | +9.9% | -18.5% | +28.5% | +19.4% |
| 3M | +30.2% | -19.5% | +49.6% | +41.7% |
| 6M | +37.2% | -41.9% | +79.1% | +67.1% |
| YTD | -7.3% | -51.6% | +44.3% | +20.2% |
| 1Y | +40.0% | -51.2% | +91.2% | +77.5% |
| All | -6.1% | -74.8% | +68.7% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling