-65.3%
CSGP vs LULU
-49.9%
-15.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -17.4% | +14.9% | +2.5% |
| 7D | -4.1% | -16.7% | +12.7% | +0.5% |
| 30D | +2.3% | -18.5% | +20.9% | +7.8% |
| 3M | -8.2% | -19.5% | +11.3% | -3.5% |
| 6M | -35.1% | -41.9% | +6.9% | -25.8% |
| YTD | -54.0% | -51.6% | -2.4% | -45.4% |
| 1Y | -65.3% | -51.2% | -14.1% | -60.1% |
| All | -65.3% | -49.9% | -15.4% | -60.1% |
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