+924.9%
VLO vs LULU
+53.6%
+871.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.9% |
| 7D | +5.3% | -1.6% | +6.9% | +5.6% |
| 30D | +18.2% | -18.1% | +36.4% | +22.4% |
| 3M | +53.3% | -18.8% | +72.1% | +58.4% |
| 6M | +70.4% | -39.2% | +109.6% | +85.3% |
| YTD | +143.4% | -52.4% | +195.8% | +178.3% |
| 1Y | +153.0% | -40.3% | +193.3% | +172.6% |
| 3Y | +195.0% | -75.1% | +270.1% | +275.1% |
| 5Y | +618.8% | -76.7% | +695.5% | +798.9% |
| All | +924.9% | +53.6% | +871.3% | +821.0% |
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