+763.7%
RCL vs LULU
+725.5%
+38.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.8% | -1.3% |
| 7D | -0.5% | -12.6% | +12.1% | +4.0% |
| 30D | -17.3% | -19.7% | +2.4% | -10.9% |
| 3M | -2.8% | -12.2% | +9.5% | +0.9% |
| 6M | -4.4% | -39.3% | +35.0% | +14.0% |
| YTD | -4.2% | -50.3% | +46.2% | +22.7% |
| 1Y | -23.4% | -38.6% | +15.2% | -10.2% |
| 3Y | +179.4% | -74.0% | +253.4% | +332.6% |
| 5Y | +238.8% | -72.9% | +311.7% | +406.2% |
| 10Y | +350.2% | +56.2% | +294.0% | +231.5% |
| All | +763.7% | +725.5% | +38.2% | +119.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling