+43.8%
CSGP vs LULU
+52.0%
-8.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -1.5% |
| 7D | -5.4% | -16.9% | +11.6% | -0.5% |
| 30D | -6.0% | -22.0% | +15.9% | +0.6% |
| 3M | -12.8% | -17.8% | +5.0% | -8.1% |
| 6M | -38.9% | -41.3% | +2.3% | -29.5% |
| YTD | -56.0% | -52.0% | -4.0% | -46.1% |
| 1Y | -66.4% | -39.8% | -26.6% | -61.7% |
| 3Y | -64.2% | -74.8% | +10.7% | -49.8% |
| 5Y | -67.0% | -76.3% | +9.3% | -54.7% |
| 10Y | +43.8% | +53.9% | -10.1% | +48.8% |
| All | +43.8% | +52.0% | -8.2% | +48.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling