+96.9%
PSX vs LULU
-31.7%
+128.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.8% | -9.3% | -4.0% |
| 7D | -5.2% | +6.5% | -11.7% | -4.5% |
| 30D | -3.7% | +20.3% | -24.1% | -1.7% |
| 3M | +26.8% | -8.9% | +35.7% | +26.3% |
| 6M | +47.3% | -13.1% | +60.4% | +46.1% |
| YTD | +105.4% | -46.1% | +151.5% | +96.9% |
| 1Y | +96.9% | -30.3% | +127.2% | +84.3% |
| All | +96.9% | -31.7% | +128.6% | +84.3% |
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