+24.4%
LIN vs LULU
-38.0%
+62.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.6% |
| 7D | +2.1% | -4.6% | +6.7% | +2.4% |
| 30D | +6.8% | +12.3% | -5.5% | +6.0% |
| 3M | +10.4% | -11.6% | +22.0% | +10.9% |
| 6M | +3.2% | -12.8% | +16.0% | +3.7% |
| YTD | +24.6% | -49.2% | +73.8% | +31.0% |
| 1Y | +24.4% | -37.7% | +62.1% | +22.8% |
| All | +24.4% | -38.0% | +62.4% | +22.8% |
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