+9.4%
VG vs LULU
-17.8%
+27.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +4.6% |
| 7D | +5.5% | -4.1% | +9.6% | +4.1% |
| 30D | -3.6% | +13.5% | -17.1% | +0.6% |
| 3M | -4.0% | -14.5% | +10.5% | -7.1% |
| 6M | +9.4% | -15.0% | +24.3% | +9.7% |
| All | +9.4% | -17.8% | +27.2% | +9.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling