+47.5%
CCL vs LULU
-75.6%
+123.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | 0.0% |
| 7D | -4.3% | -20.4% | +16.1% | +2.9% |
| 30D | -19.0% | -22.9% | +3.9% | -12.1% |
| 3M | -13.1% | -18.5% | +5.4% | -7.8% |
| 6M | -13.3% | -41.8% | +28.5% | +3.4% |
| YTD | -25.2% | -53.4% | +28.1% | -4.0% |
| 1Y | -27.2% | -40.9% | +13.7% | -14.7% |
| All | +47.5% | -75.6% | +123.0% | +103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling