+25.8%
LIN vs LULU
-74.3%
+100.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.1% |
| 7D | -3.5% | -12.6% | +9.1% | -2.5% |
| 30D | -4.1% | -19.7% | +15.7% | -2.4% |
| 3M | -6.4% | -12.2% | +5.8% | -5.5% |
| 6M | -2.4% | -39.3% | +36.9% | +1.4% |
| YTD | +10.9% | -50.3% | +61.3% | +17.6% |
| 1Y | 0.0% | -38.6% | +38.6% | +3.6% |
| 3Y | +25.8% | -74.0% | +99.8% | +36.6% |
| All | +25.8% | -74.3% | +100.1% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling