-44.1%
CHTR vs LULU
-30.7%
-13.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +4.9% | +4.7% |
| 7D | +15.5% | +1.8% | +13.7% | +15.1% |
| 30D | +15.9% | +19.4% | -3.5% | +12.9% |
| 3M | -17.8% | -9.5% | -8.3% | -17.4% |
| 6M | -20.5% | -14.2% | -6.3% | -20.2% |
| YTD | -39.7% | -46.2% | +6.5% | -36.9% |
| 1Y | -44.1% | -33.3% | -10.8% | -44.1% |
| All | -44.1% | -30.7% | -13.4% | -44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling