-21.8%
PATH vs LULU
-73.1%
+51.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -5.3% | +3.3% | -8.6% | -6.5% |
| 30D | -0.5% | +20.6% | -21.1% | -7.7% |
| 3M | -7.1% | -11.2% | +4.0% | -3.2% |
| 6M | +23.8% | -16.1% | +39.9% | +31.4% |
| YTD | -20.7% | -46.7% | +26.0% | -2.4% |
| 1Y | -8.1% | -32.3% | +24.2% | +3.9% |
| 3Y | -21.8% | -72.8% | +51.0% | -8.9% |
| All | -21.8% | -73.1% | +51.2% | -8.9% |
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