-0.3%
ZS vs LULU
-75.0%
+74.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | +0.1% |
| 7D | -3.1% | -1.6% | -1.5% | -2.8% |
| 30D | -7.2% | -18.1% | +10.9% | -2.8% |
| 3M | +30.5% | -18.8% | +49.2% | +36.6% |
| 6M | +7.0% | -39.2% | +46.2% | +20.2% |
| YTD | -26.8% | -52.4% | +25.5% | -12.2% |
| 1Y | -42.6% | -40.3% | -2.3% | -35.7% |
| 3Y | -0.3% | -75.1% | +74.8% | +40.0% |
| All | -0.3% | -75.0% | +74.7% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling