-25.1%
RCL vs LULU
-49.9%
+24.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -17.4% | +17.2% | +4.4% |
| 7D | -5.1% | -16.7% | +11.6% | -1.0% |
| 30D | -19.0% | -18.5% | -0.5% | -15.1% |
| 3M | -9.6% | -19.5% | +9.9% | -5.1% |
| 6M | -6.7% | -41.9% | +35.2% | +6.0% |
| YTD | -3.9% | -51.6% | +47.7% | +14.4% |
| 1Y | -25.1% | -51.2% | +26.1% | -14.6% |
| All | -25.1% | -49.9% | +24.8% | -14.6% |
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