+27.0%
VZ vs LULU
-76.2%
+103.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.0% | +0.5% |
| 7D | +0.2% | -12.6% | +12.8% | +0.4% |
| 30D | +7.1% | -19.7% | +26.9% | +7.4% |
| 3M | +12.8% | -12.2% | +25.0% | +13.0% |
| 6M | +1.8% | -39.3% | +41.1% | +2.1% |
| YTD | +30.0% | -50.3% | +80.3% | +30.7% |
| 1Y | +24.3% | -38.6% | +62.9% | +24.5% |
| 3Y | +84.3% | -74.0% | +158.3% | +86.6% |
| All | +27.0% | -76.2% | +103.2% | +23.7% |
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