+683.1%
CTAS vs LULU
+53.6%
+629.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.6% | +1.0% |
| 7D | +0.5% | -1.6% | +2.1% | +0.9% |
| 30D | -0.7% | -18.1% | +17.4% | +3.6% |
| 3M | +11.1% | -18.8% | +29.8% | +15.9% |
| 6M | +2.1% | -39.2% | +41.3% | +13.7% |
| YTD | +8.0% | -52.4% | +60.3% | +27.3% |
| 1Y | -0.5% | -40.3% | +39.8% | +10.2% |
| 3Y | +66.2% | -75.1% | +141.3% | +119.7% |
| 5Y | +109.2% | -76.7% | +185.9% | +171.9% |
| All | +683.1% | +53.6% | +629.5% | +631.5% |
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