+59.1%
LIN vs AZO
+85.0%
-25.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -4.3% | -2.9% | -1.3% | -3.6% |
| 30D | -5.6% | -5.3% | -0.3% | -4.3% |
| 3M | -9.0% | -7.3% | -1.7% | -7.6% |
| 6M | -2.5% | -22.7% | +20.2% | +3.6% |
| YTD | +9.3% | -15.0% | +24.4% | +12.7% |
| 1Y | -1.0% | -32.2% | +31.2% | +8.8% |
| 3Y | +24.0% | +10.0% | +14.0% | +17.1% |
| 5Y | +59.1% | +85.8% | -26.7% | +20.6% |
| All | +59.1% | +85.0% | -25.8% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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