+816.0%
LIN vs LULU
+704.9%
+111.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -17.4% | +16.4% | +2.5% |
| 7D | -2.1% | -16.7% | +14.6% | +1.1% |
| 30D | -2.4% | -18.5% | +16.1% | +1.1% |
| 3M | -5.6% | -19.5% | +13.9% | -2.2% |
| 6M | -3.4% | -41.9% | +38.5% | +6.0% |
| YTD | +13.1% | -51.6% | +64.7% | +28.4% |
| 1Y | +2.5% | -51.2% | +53.6% | +15.1% |
| 3Y | +27.6% | -75.1% | +102.7% | +58.7% |
| 5Y | +63.0% | -74.1% | +137.1% | +95.5% |
| 10Y | +359.3% | +46.7% | +312.6% | +269.5% |
| All | +816.0% | +704.9% | +111.1% | +251.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling