-30.3%
LULU vs VRSN
+31.7%
-61.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.6% |
| 7D | +6.5% | +3.6% | +2.9% | +5.9% |
| 30D | +20.3% | +8.8% | +11.5% | +18.8% |
| 3M | -8.9% | +6.6% | -15.5% | -10.0% |
| 6M | -13.1% | +16.7% | -29.8% | -16.0% |
| YTD | -46.1% | +32.1% | -78.2% | -48.8% |
| 1Y | -30.3% | +34.1% | -64.3% | -35.3% |
| All | -30.3% | +31.7% | -61.9% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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