+35.8%
PCAR vs LULU
-74.3%
+110.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | +4.9% | -4.6% | +9.6% | +5.8% |
| 30D | -1.4% | +12.3% | -13.7% | -3.5% |
| 3M | -18.1% | -11.6% | -6.5% | -16.9% |
| 6M | -4.0% | -12.8% | +8.8% | -2.7% |
| YTD | -1.5% | -49.2% | +47.7% | +10.3% |
| 1Y | +13.2% | -37.7% | +50.9% | +21.4% |
| 3Y | +35.8% | -74.7% | +110.5% | +60.4% |
| All | +35.8% | -74.3% | +110.1% | +60.4% |
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