+22.3%
VZ vs LULU
-76.7%
+99.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.3% | +0.7% |
| 7D | +0.9% | -4.1% | +5.0% | +1.0% |
| 30D | +8.9% | +13.5% | -4.6% | +8.7% |
| 3M | +0.1% | -14.5% | +14.6% | +0.3% |
| 6M | +1.9% | -15.0% | +16.9% | +2.0% |
| YTD | +22.0% | -48.3% | +70.3% | +22.6% |
| 1Y | +22.1% | -36.7% | +58.8% | +22.3% |
| 3Y | +58.7% | -74.0% | +132.7% | +61.1% |
| 5Y | +22.3% | -76.3% | +98.6% | +17.7% |
| All | +22.3% | -76.7% | +99.0% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling