+51.8%
VG vs LULU
-31.7%
+83.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +4.8% | -12.5% | -6.1% |
| 7D | -16.4% | +6.5% | -22.9% | -14.5% |
| 30D | -10.8% | +20.3% | -31.1% | -5.0% |
| 3M | -6.3% | -8.9% | +2.6% | -7.4% |
| 6M | -12.5% | -13.1% | +0.6% | -13.1% |
| YTD | +76.9% | -46.1% | +123.0% | +70.3% |
| 1Y | +51.8% | -30.3% | +82.0% | +34.1% |
| All | +51.8% | -31.7% | +83.5% | +34.1% |
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