+378.1%
PSX vs LULU
+53.6%
+324.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | 0.0% |
| 7D | +1.7% | -1.6% | +3.3% | +2.0% |
| 30D | +15.6% | -18.1% | +33.8% | +19.4% |
| 3M | +46.5% | -18.8% | +65.2% | +51.0% |
| 6M | +55.0% | -39.2% | +94.2% | +67.7% |
| YTD | +105.3% | -52.4% | +157.7% | +132.5% |
| 1Y | +101.6% | -40.3% | +141.9% | +116.2% |
| 3Y | +134.1% | -75.1% | +209.2% | +192.5% |
| 5Y | +368.7% | -76.7% | +445.4% | +477.2% |
| All | +378.1% | +53.6% | +324.5% | +334.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling