+223.8%
VZ vs LULU
+735.7%
-511.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | +0.9% | -6.5% | +7.5% | +1.5% |
| 30D | +6.9% | +10.7% | -3.8% | +5.9% |
| 3M | +0.6% | -13.6% | +14.2% | +1.6% |
| 6M | +0.3% | -16.5% | +16.8% | +1.4% |
| YTD | +21.9% | -49.7% | +71.6% | +28.4% |
| 1Y | +21.7% | -38.9% | +60.6% | +25.8% |
| 3Y | +58.5% | -74.7% | +133.3% | +74.2% |
| 5Y | +22.4% | -76.9% | +99.4% | +33.6% |
| 10Y | +71.4% | +80.6% | -9.2% | +44.2% |
| All | +223.8% | +735.7% | -511.8% | +83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling