-75.2%
PATH vs LULU
-73.2%
-2.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.6% | -10.3% | -9.2% |
| 7D | -22.8% | -12.6% | -10.2% | -16.7% |
| 30D | -6.9% | -19.7% | +12.8% | +4.6% |
| 3M | +25.4% | -12.2% | +37.6% | +34.1% |
| 6M | +18.1% | -39.3% | +57.5% | +52.3% |
| YTD | -14.5% | -50.3% | +35.8% | +22.4% |
| 1Y | +18.7% | -38.6% | +57.3% | +49.8% |
| 3Y | -24.2% | -74.0% | +49.8% | +43.4% |
| 5Y | -75.2% | -72.9% | -2.3% | -57.3% |
| All | -75.2% | -73.2% | -2.0% | -57.3% |
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