+322.1%
CORZ vs LULU
-77.9%
+399.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | +0.7% |
| 7D | +23.5% | -4.6% | +28.1% | +24.9% |
| 30D | +7.5% | +12.3% | -4.8% | +3.4% |
| 3M | -26.6% | -11.6% | -15.0% | -25.1% |
| 6M | -39.5% | -12.8% | -26.7% | -38.3% |
| YTD | -0.3% | -49.2% | +48.9% | +20.1% |
| 1Y | -4.2% | -37.7% | +33.5% | +7.1% |
| All | +322.1% | -77.9% | +399.9% | +512.4% |
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 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