+275.2%
PEP vs LULU
+725.5%
-450.3%
-40.4%
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 | +0.6% | +2.6% | -2.0% | +0.3% |
| 7D | +0.1% | -12.6% | +12.7% | +1.3% |
| 30D | +0.7% | -19.7% | +20.4% | +2.7% |
| 3M | -0.5% | -12.2% | +11.7% | +0.5% |
| 6M | -11.3% | -39.3% | +28.0% | -7.4% |
| YTD | -0.6% | -50.3% | +49.7% | +5.7% |
| 1Y | +1.7% | -38.6% | +40.3% | +5.6% |
| 3Y | -12.5% | -74.0% | +61.5% | -2.8% |
| 5Y | +3.9% | -72.9% | +76.8% | +13.0% |
| 10Y | +76.6% | +56.2% | +20.4% | +58.6% |
| All | +275.2% | +725.5% | -450.3% | +141.9% |
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 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