-54.8%
CSGP vs LULU
-38.0%
-16.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.7% | +2.5% |
| 7D | +1.3% | -4.6% | +6.0% | +3.0% |
| 30D | +2.8% | +12.3% | -9.5% | -1.3% |
| 3M | -6.3% | -11.6% | +5.3% | -3.7% |
| 6M | -3.2% | -12.8% | +9.7% | -0.8% |
| YTD | -54.0% | -49.2% | -4.8% | -43.5% |
| 1Y | -54.8% | -37.7% | -17.1% | -47.3% |
| All | -54.8% | -38.0% | -16.8% | -47.3% |
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