-67.1%
ZM vs LULU
-76.9%
+9.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | -0.7% |
| 7D | -5.7% | -1.6% | -4.1% | -5.2% |
| 30D | -9.1% | -18.1% | +9.0% | -3.4% |
| 3M | +3.5% | -18.8% | +22.3% | +10.2% |
| 6M | +25.7% | -39.2% | +64.9% | +47.9% |
| YTD | +10.8% | -52.4% | +63.1% | +43.1% |
| 1Y | +12.8% | -40.3% | +53.1% | +31.4% |
| 3Y | +33.1% | -75.1% | +108.2% | +109.5% |
| All | -67.1% | -76.9% | +9.8% | -52.0% |
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