-75.2%
PATH vs LULU
-76.8%
+1.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.7% |
| 7D | +2.1% | -4.6% | +6.7% | +4.6% |
| 30D | +1.6% | +12.3% | -10.7% | -5.3% |
| 3M | -20.4% | -11.6% | -8.8% | -15.7% |
| 6M | +40.1% | -12.8% | +53.0% | +49.1% |
| YTD | -19.0% | -49.2% | +30.1% | +14.3% |
| 1Y | -5.8% | -37.7% | +31.9% | +17.6% |
| 3Y | -22.9% | -74.7% | +51.7% | +50.9% |
| All | -75.2% | -76.8% | +1.6% | -52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling