+455.1%
PCAR vs LULU
+745.2%
-290.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | +4.9% | -4.6% | +9.6% | +6.3% |
| 30D | -1.4% | +12.3% | -13.7% | -4.7% |
| 3M | -18.1% | -11.6% | -6.5% | -16.3% |
| 6M | -4.0% | -12.8% | +8.8% | -2.2% |
| YTD | -1.5% | -49.2% | +47.7% | +15.5% |
| 1Y | +13.2% | -37.7% | +50.9% | +25.0% |
| 3Y | +35.8% | -74.7% | +110.5% | +83.3% |
| 5Y | +114.6% | -76.7% | +191.3% | +184.6% |
| 10Y | +289.6% | +82.7% | +206.9% | +153.4% |
| All | +455.1% | +745.2% | -290.1% | +37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling