+592.0%
LULU vs VRSN
+1,044.5%
-452.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.2% |
| 7D | -20.4% | -1.5% | -18.9% | -19.8% |
| 30D | -22.9% | +0.7% | -23.6% | -23.3% |
| 3M | -18.5% | +0.6% | -19.1% | -19.2% |
| 6M | -41.8% | +21.7% | -63.5% | -48.9% |
| YTD | -53.4% | +20.0% | -73.4% | -59.0% |
| 1Y | -40.9% | +3.2% | -44.1% | -43.5% |
| 3Y | -75.6% | +42.4% | -117.9% | -81.2% |
| 5Y | -77.2% | +33.0% | -110.2% | -81.9% |
| 10Y | +49.5% | +292.9% | -243.4% | -37.2% |
| All | +592.0% | +1,044.5% | -452.5% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling