-32.2%
CRCL vs LULU
-39.6%
+7.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.2% |
| 7D | -11.2% | -1.6% | -9.6% | -10.9% |
| 30D | +27.1% | -18.1% | +45.2% | +32.0% |
| 3M | +9.6% | -18.8% | +28.4% | +14.0% |
| 6M | -19.7% | -39.2% | +19.5% | -8.2% |
| YTD | +14.2% | -52.4% | +66.6% | +46.7% |
| 1Y | -32.2% | -40.3% | +8.1% | -29.4% |
| All | -32.2% | -39.6% | +7.4% | -29.4% |
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 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