+243.5%
VZ vs LULU
+704.9%
-461.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -17.4% | +16.5% | +0.6% |
| 7D | +0.1% | -16.7% | +16.8% | +1.5% |
| 30D | +7.9% | -18.5% | +26.4% | +9.6% |
| 3M | +13.6% | -19.5% | +33.1% | +15.5% |
| 6M | +1.1% | -41.9% | +43.0% | +5.4% |
| YTD | +29.3% | -51.6% | +80.9% | +36.8% |
| 1Y | +21.2% | -51.2% | +72.4% | +27.7% |
| 3Y | +75.9% | -75.1% | +151.0% | +93.6% |
| 5Y | +24.1% | -74.1% | +98.2% | +33.6% |
| 10Y | +62.4% | +46.7% | +15.7% | +39.8% |
| All | +243.5% | +704.9% | -461.4% | +95.6% |
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