+27.3%
LIN vs LULU
-31.7%
+59.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.8% | -2.2% | +2.3% |
| 7D | +3.3% | +6.5% | -3.2% | +2.9% |
| 30D | +8.8% | +20.3% | -11.5% | +7.5% |
| 3M | +8.6% | -8.9% | +17.5% | +9.0% |
| 6M | +7.0% | -13.1% | +20.1% | +7.4% |
| YTD | +24.3% | -46.1% | +70.4% | +30.1% |
| 1Y | +27.3% | -30.3% | +57.5% | +26.5% |
| All | +27.3% | -31.7% | +59.0% | +26.5% |
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