+55.7%
ZTS vs LULU
+53.6%
+2.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.4% |
| 7D | -3.7% | -1.6% | -2.1% | -3.4% |
| 30D | -0.8% | -18.1% | +17.3% | +3.5% |
| 3M | -9.7% | -18.8% | +9.0% | -5.8% |
| 6M | -38.4% | -39.2% | +0.8% | -31.5% |
| YTD | -41.1% | -52.4% | +11.3% | -30.6% |
| 1Y | -50.6% | -40.3% | -10.3% | -45.2% |
| 3Y | -59.1% | -75.1% | +16.0% | -46.1% |
| 5Y | -62.7% | -76.7% | +14.0% | -51.6% |
| All | +55.7% | +53.6% | +2.1% | +51.0% |
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 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