+60.8%
LIN vs LULU
-73.2%
+134.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.3% |
| 7D | -3.5% | -12.6% | +9.1% | -1.8% |
| 30D | -4.1% | -19.7% | +15.7% | -1.2% |
| 3M | -6.4% | -12.2% | +5.8% | -5.0% |
| 6M | -2.4% | -39.3% | +36.9% | +4.2% |
| YTD | +10.9% | -50.3% | +61.3% | +22.2% |
| 1Y | 0.0% | -38.6% | +38.6% | +5.9% |
| 3Y | +25.8% | -74.0% | +99.8% | +49.4% |
| 5Y | +60.8% | -72.9% | +133.7% | +78.6% |
| All | +60.8% | -73.2% | +134.0% | +78.6% |
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