+902.2%
LIN vs LULU
+735.7%
+166.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.2% |
| 7D | +0.2% | -6.5% | +6.8% | +1.6% |
| 30D | +6.2% | +10.7% | -4.6% | +3.8% |
| 3M | +9.3% | -13.6% | +22.9% | +11.7% |
| 6M | +4.4% | -16.5% | +20.9% | +6.9% |
| YTD | +23.7% | -49.7% | +73.5% | +39.0% |
| 1Y | +23.5% | -38.9% | +62.3% | +33.0% |
| 3Y | +35.8% | -74.7% | +110.5% | +68.3% |
| 5Y | +65.9% | -76.9% | +142.8% | +103.6% |
| 10Y | +423.1% | +80.6% | +342.5% | +302.8% |
| All | +902.2% | +735.7% | +166.5% | +280.4% |
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