-31.6%
ZS vs LULU
-31.7%
+0.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.8% | -5.1% | -1.2% |
| 7D | -12.3% | +6.5% | -18.8% | -13.3% |
| 30D | +11.2% | +20.3% | -9.1% | +6.8% |
| 3M | +37.5% | -8.9% | +46.4% | +39.0% |
| 6M | +57.8% | -13.1% | +71.0% | +60.0% |
| YTD | -0.2% | -46.1% | +45.9% | +10.1% |
| 1Y | -31.6% | -30.3% | -1.4% | -27.2% |
| All | -31.6% | -31.7% | +0.1% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling