+72.6%
VZ vs LULU
+82.0%
-9.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | +1.5% | -4.6% | +6.1% | +1.7% |
| 30D | +4.4% | +12.3% | -7.9% | +3.8% |
| 3M | -2.4% | -11.6% | +9.3% | -2.0% |
| 6M | +1.4% | -12.8% | +14.3% | +1.8% |
| YTD | +21.4% | -49.2% | +70.6% | +24.4% |
| 1Y | +20.3% | -37.7% | +58.0% | +22.0% |
| 3Y | +57.4% | -74.7% | +132.0% | +65.4% |
| 5Y | +21.9% | -76.7% | +98.6% | +27.6% |
| All | +72.6% | +82.0% | -9.3% | +61.3% |
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