+404.6%
VIAV vs LULU
+53.6%
+350.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.5% | +3.1% |
| 7D | +11.2% | -1.6% | +12.8% | +11.6% |
| 30D | -10.1% | -18.1% | +8.0% | -6.8% |
| 3M | -22.9% | -18.8% | -4.1% | -20.6% |
| 6M | +28.8% | -39.2% | +68.0% | +41.8% |
| YTD | +117.5% | -52.4% | +169.8% | +153.4% |
| 1Y | +216.1% | -40.3% | +256.4% | +243.5% |
| 3Y | +292.2% | -75.1% | +367.3% | +418.3% |
| 5Y | +141.0% | -76.7% | +217.7% | +212.7% |
| All | +404.6% | +53.6% | +350.9% | +363.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling