+67.3%
CSGP vs LULU
+102.3%
-35.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +1.8% |
| 7D | -1.8% | +4.4% | -6.2% | -3.1% |
| 30D | +5.3% | +19.1% | -13.8% | -0.2% |
| 3M | +3.3% | -12.5% | +15.8% | +6.6% |
| 6M | -4.7% | -14.2% | +9.5% | -1.3% |
| YTD | -53.5% | -45.8% | -7.7% | -45.1% |
| 1Y | -53.7% | -32.3% | -21.5% | -49.0% |
| 3Y | -59.7% | -72.3% | +12.6% | -45.1% |
| 5Y | -62.5% | -76.1% | +13.6% | -48.6% |
| 10Y | +67.3% | +94.7% | -27.5% | +50.7% |
| All | +67.3% | +102.3% | -35.1% | +50.7% |
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