-42.6%
CCL vs LULU
+53.6%
-96.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -0.9% | +0.3% |
| 7D | -3.2% | -1.6% | -1.6% | -2.6% |
| 30D | -17.8% | -18.1% | +0.3% | -11.2% |
| 3M | -18.7% | -18.8% | +0.1% | -12.2% |
| 6M | -11.4% | -39.2% | +27.8% | +8.7% |
| YTD | -24.3% | -52.4% | +28.1% | +3.4% |
| 1Y | -28.8% | -40.3% | +11.5% | -13.2% |
| 3Y | +49.3% | -75.1% | +124.4% | +154.1% |
| 5Y | +1.6% | -76.7% | +78.4% | +72.6% |
| All | -42.6% | +53.6% | -96.3% | -33.5% |
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