+8.9%
CRCL vs LULU
-70.5%
+79.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | +0.4% |
| 7D | -11.2% | -1.6% | -9.6% | -11.3% |
| 30D | +27.1% | -18.1% | +45.2% | +25.8% |
| 3M | +9.6% | -18.8% | +28.4% | +8.6% |
| 6M | -19.7% | -39.2% | +19.5% | -22.6% |
| YTD | +14.2% | -52.4% | +66.6% | +4.5% |
| 1Y | -32.2% | -40.3% | +8.1% | -33.7% |
| All | +8.9% | -70.5% | +79.3% | -53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling