-7.1%
PCG vs LULU
-41.2%
+34.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -1.0% |
| 7D | +0.5% | -20.4% | +20.9% | +1.5% |
| 30D | -18.9% | -22.9% | +4.0% | -17.8% |
| 3M | -15.8% | -18.5% | +2.7% | -15.3% |
| 6M | -22.6% | -41.8% | +19.2% | -18.7% |
| YTD | -12.2% | -53.4% | +41.2% | -4.6% |
| 1Y | -7.1% | -40.9% | +33.8% | -1.9% |
| All | -7.1% | -41.2% | +34.1% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling