+398.6%
ZS vs LULU
+24.5%
+374.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | -0.4% |
| 7D | -3.1% | -1.6% | -1.5% | -2.5% |
| 30D | -7.2% | -18.1% | +10.9% | +1.1% |
| 3M | +30.5% | -18.8% | +49.2% | +42.0% |
| 6M | +7.0% | -39.2% | +46.2% | +31.8% |
| YTD | -26.8% | -52.4% | +25.5% | +2.1% |
| 1Y | -42.6% | -40.3% | -2.3% | -30.0% |
| 3Y | -0.3% | -75.1% | +74.8% | +77.1% |
| 5Y | -39.2% | -76.7% | +37.5% | +9.7% |
| All | +398.6% | +24.5% | +374.1% | +311.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling