-13.1%
CRCL vs LULU
-49.9%
+36.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -17.4% | +16.2% | +2.6% |
| 7D | +17.1% | -16.7% | +33.8% | +21.4% |
| 30D | +61.3% | -18.5% | +79.8% | +67.7% |
| 3M | +12.7% | -19.5% | +32.2% | +17.8% |
| 6M | -3.1% | -41.9% | +38.9% | +12.1% |
| YTD | +28.7% | -51.6% | +80.3% | +58.5% |
| 1Y | -13.1% | -51.2% | +38.0% | +4.0% |
| All | -13.1% | -49.9% | +36.8% | +4.0% |
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