+431.5%
LIN vs LULU
+82.0%
+349.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.5% |
| 7D | +2.1% | -4.6% | +6.7% | +3.0% |
| 30D | +6.8% | +12.3% | -5.5% | +4.3% |
| 3M | +10.4% | -11.6% | +22.0% | +12.1% |
| 6M | +3.2% | -12.8% | +16.0% | +4.7% |
| YTD | +24.6% | -49.2% | +73.8% | +39.3% |
| 1Y | +24.4% | -37.7% | +62.1% | +33.3% |
| 3Y | +36.7% | -74.7% | +111.4% | +69.7% |
| 5Y | +67.0% | -76.7% | +143.7% | +104.2% |
| All | +431.5% | +82.0% | +349.5% | +364.7% |
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