+143.6%
VLO vs LULU
-49.9%
+193.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.4% | +17.4% | -1.5% |
| 7D | +5.2% | -16.7% | +21.9% | +3.7% |
| 30D | +22.6% | -18.5% | +41.1% | +20.5% |
| 3M | +43.8% | -19.5% | +63.2% | +41.5% |
| 6M | +65.7% | -41.9% | +107.7% | +60.1% |
| YTD | +131.1% | -51.6% | +182.7% | +122.4% |
| 1Y | +143.6% | -51.2% | +194.8% | +133.0% |
| All | +143.6% | -49.9% | +193.6% | +133.0% |
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 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