+356.2%
TPR vs LULU
+82.0%
+274.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -0.3% | -4.6% | +4.3% | +1.6% |
| 30D | +15.1% | +12.3% | +2.8% | +9.5% |
| 3M | +3.5% | -11.6% | +15.2% | +7.2% |
| 6M | +0.4% | -12.8% | +13.3% | +3.8% |
| YTD | +4.6% | -49.2% | +53.8% | +33.8% |
| 1Y | +33.1% | -37.7% | +70.8% | +55.0% |
| 3Y | +396.0% | -74.7% | +470.6% | +701.2% |
| 5Y | +230.3% | -76.7% | +306.9% | +429.2% |
| All | +356.2% | +82.0% | +274.2% | +269.4% |
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