+64.4%
LIN vs LULU
-75.9%
+140.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.8% |
| 7D | +0.1% | +4.4% | -4.2% | -0.5% |
| 30D | +7.6% | +19.1% | -11.5% | +4.7% |
| 3M | +6.5% | -12.5% | +19.0% | +8.1% |
| 6M | +6.2% | -14.2% | +20.4% | +7.8% |
| YTD | +23.2% | -45.8% | +69.1% | +33.7% |
| 1Y | +25.4% | -32.3% | +57.7% | +30.9% |
| 3Y | +38.3% | -72.3% | +110.6% | +63.2% |
| 5Y | +64.4% | -76.1% | +140.5% | +84.6% |
| All | +64.4% | -75.9% | +140.3% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling