+535.4%
PCAR vs LULU
+725.5%
-190.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.3% | -2.5% |
| 7D | 0.0% | -12.6% | +12.6% | +3.1% |
| 30D | -7.7% | -19.7% | +12.0% | -2.8% |
| 3M | +3.7% | -12.2% | +15.9% | +6.2% |
| 6M | +2.3% | -39.3% | +41.7% | +15.1% |
| YTD | +12.8% | -50.3% | +63.1% | +33.6% |
| 1Y | +27.8% | -38.6% | +66.4% | +42.0% |
| 3Y | +61.8% | -74.0% | +135.8% | +117.1% |
| 5Y | +168.2% | -72.9% | +241.1% | +240.4% |
| 10Y | +359.1% | +56.2% | +302.9% | +214.0% |
| All | +535.4% | +725.5% | -190.1% | +59.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling