-75.1%
LULU vs VRSN
+44.6%
-119.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.8% | +1.8% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -18.1% | +3.8% | -21.9% | -18.9% |
| 3M | -18.8% | +5.0% | -23.8% | -20.0% |
| 6M | -39.2% | +24.9% | -64.1% | -43.6% |
| YTD | -52.4% | +21.6% | -74.0% | -55.6% |
| 1Y | -40.3% | +2.4% | -42.7% | -41.2% |
| 3Y | -75.1% | +47.3% | -122.4% | -79.9% |
| All | -75.1% | +44.6% | -119.7% | -79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling