+404.9%
CORZ vs LULU
-79.7%
+484.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.1% | -3.2% |
| 7D | -3.0% | -20.4% | +17.5% | +2.9% |
| 30D | -12.1% | -22.9% | +10.8% | -6.2% |
| 3M | -32.4% | -18.5% | -13.8% | -29.4% |
| 6M | +12.4% | -41.8% | +54.1% | +30.3% |
| YTD | +19.3% | -53.4% | +72.7% | +48.2% |
| 1Y | +8.6% | -40.9% | +49.5% | +23.1% |
| All | +404.9% | -79.7% | +484.6% | +655.5% |
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