+425.9%
CORZ vs LULU
-79.1%
+505.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | -0.1% | -2.5% |
| 7D | +7.6% | -16.9% | +24.6% | +12.7% |
| 30D | -6.9% | -22.0% | +15.0% | -1.0% |
| 3M | -33.0% | -17.8% | -15.2% | -30.2% |
| 6M | +19.3% | -41.3% | +60.6% | +38.1% |
| YTD | +24.2% | -52.0% | +76.3% | +53.0% |
| 1Y | +24.5% | -39.8% | +64.3% | +40.4% |
| All | +425.9% | -79.1% | +505.0% | +680.2% |
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