+62.8%
VZ vs LULU
+50.4%
+12.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.6% |
| 7D | -1.2% | -20.4% | +19.2% | -0.3% |
| 30D | +5.7% | -22.9% | +28.6% | +6.8% |
| 3M | +8.2% | -18.5% | +26.8% | +9.1% |
| 6M | +1.7% | -41.8% | +43.5% | +3.8% |
| YTD | +28.9% | -53.4% | +82.2% | +32.6% |
| 1Y | +22.7% | -40.9% | +63.6% | +24.8% |
| 3Y | +82.7% | -75.6% | +158.2% | +92.2% |
| 5Y | +26.4% | -77.2% | +103.6% | +32.2% |
| All | +62.8% | +50.4% | +12.4% | +51.9% |
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