-2.1%
CCL vs LULU
-77.4%
+75.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.4% |
| 7D | -4.3% | -20.4% | +16.1% | +5.9% |
| 30D | -19.0% | -22.9% | +3.9% | -9.2% |
| 3M | -13.1% | -18.5% | +5.4% | -5.6% |
| 6M | -13.3% | -41.8% | +28.5% | +11.2% |
| YTD | -25.2% | -53.4% | +28.1% | +7.0% |
| 1Y | -27.2% | -40.9% | +13.7% | -9.2% |
| 3Y | +49.2% | -75.6% | +124.8% | +172.2% |
| All | -2.1% | -77.4% | +75.3% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling