+307.1%
TPR vs LULU
+50.4%
+256.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +3.1% |
| 7D | -5.1% | -20.4% | +15.3% | +3.1% |
| 30D | -27.6% | -22.9% | -4.7% | -20.2% |
| 3M | -17.5% | -18.5% | +1.1% | -11.6% |
| 6M | -21.3% | -41.8% | +20.5% | -4.1% |
| YTD | -8.5% | -53.4% | +44.9% | +21.7% |
| 1Y | +11.5% | -40.9% | +52.3% | +32.8% |
| 3Y | +288.0% | -75.6% | +363.6% | +533.1% |
| 5Y | +225.2% | -77.2% | +302.4% | +424.6% |
| All | +307.1% | +50.4% | +256.7% | +233.5% |
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