+318.0%
CORZ vs LULU
-78.1%
+396.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.6% |
| 7D | +26.4% | -6.5% | +32.9% | +28.5% |
| 30D | -6.8% | +10.7% | -17.5% | -10.0% |
| 3M | -31.1% | -13.6% | -17.5% | -29.3% |
| 6M | -36.9% | -16.5% | -20.4% | -34.8% |
| YTD | -1.2% | -49.7% | +48.5% | +19.3% |
| 1Y | -12.5% | -38.9% | +26.3% | -1.6% |
| All | +318.0% | -78.1% | +396.1% | +508.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling