+32.0%
RCL vs LULU
-31.7%
+63.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.8% | +1.6% | +5.2% |
| 7D | +11.7% | +6.5% | +5.2% | +10.0% |
| 30D | +21.1% | +20.3% | +0.8% | +16.1% |
| 3M | +2.9% | -8.9% | +11.8% | +4.7% |
| 6M | +29.8% | -13.1% | +42.9% | +33.5% |
| YTD | +21.4% | -46.1% | +67.5% | +38.7% |
| 1Y | +32.0% | -30.3% | +62.3% | +32.0% |
| All | +32.0% | -31.7% | +63.7% | +32.0% |
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