+898.0%
LIN vs LULU
+800.2%
+97.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | +0.1% | +4.4% | -4.2% | -0.7% |
| 30D | +7.6% | +19.1% | -11.5% | +3.7% |
| 3M | +6.5% | -12.5% | +19.0% | +8.6% |
| 6M | +6.2% | -14.2% | +20.4% | +8.2% |
| YTD | +23.2% | -45.8% | +69.1% | +36.4% |
| 1Y | +25.4% | -32.3% | +57.7% | +32.4% |
| 3Y | +38.3% | -72.3% | +110.6% | +68.3% |
| 5Y | +64.4% | -76.1% | +140.5% | +100.5% |
| 10Y | +417.3% | +94.7% | +322.6% | +292.5% |
| All | +898.0% | +800.2% | +97.8% | +273.4% |
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