+65.0%
CNQ vs LULU
-39.6%
+104.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.3% |
| 7D | +0.1% | -1.6% | +1.7% | 0.0% |
| 30D | +6.2% | -18.1% | +24.3% | +4.2% |
| 3M | +12.4% | -18.8% | +31.1% | +10.7% |
| 6M | +9.0% | -39.2% | +48.2% | +4.9% |
| YTD | +52.2% | -52.4% | +104.6% | +46.3% |
| 1Y | +65.0% | -40.3% | +105.3% | +52.8% |
| All | +65.0% | -39.6% | +104.7% | +52.8% |
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