+362.4%
PCAR vs LULU
+53.6%
+308.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | -0.3% |
| 7D | -1.6% | -1.6% | +0.1% | -1.3% |
| 30D | -6.4% | -18.1% | +11.8% | -3.1% |
| 3M | +4.7% | -18.8% | +23.4% | +8.2% |
| 6M | +4.5% | -39.2% | +43.7% | +14.2% |
| YTD | +13.0% | -52.4% | +65.4% | +29.6% |
| 1Y | +23.6% | -40.3% | +63.9% | +34.7% |
| 3Y | +60.7% | -75.1% | +135.8% | +102.8% |
| 5Y | +164.5% | -76.7% | +241.2% | +228.3% |
| All | +362.4% | +53.6% | +308.8% | +307.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling