+359.5%
LIN vs LULU
+50.4%
+309.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.8% | -0.5% |
| 7D | -4.3% | -20.4% | +16.2% | -0.4% |
| 30D | -5.6% | -22.9% | +17.3% | -1.3% |
| 3M | -9.0% | -18.5% | +9.5% | -6.1% |
| 6M | -2.5% | -41.8% | +39.3% | +6.6% |
| YTD | +9.3% | -53.4% | +62.7% | +24.5% |
| 1Y | -1.0% | -40.9% | +39.9% | +7.0% |
| 3Y | +24.0% | -75.6% | +99.6% | +54.5% |
| 5Y | +59.1% | -77.2% | +136.3% | +95.0% |
| All | +359.5% | +50.4% | +309.2% | +304.4% |
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