+431.5%
LIN vs BP
+143.9%
+287.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | +2.1% | +3.8% | -1.7% | +1.0% |
| 30D | +6.8% | -5.3% | +12.1% | +8.2% |
| 3M | +10.4% | +9.3% | +1.1% | +7.1% |
| 6M | +3.2% | +7.2% | -4.1% | +0.1% |
| YTD | +24.6% | +38.0% | -13.4% | +11.2% |
| 1Y | +24.4% | +33.2% | -8.8% | +12.1% |
| 3Y | +36.7% | +50.3% | -13.5% | +16.5% |
| 5Y | +67.0% | +114.1% | -47.1% | +22.9% |
| All | +431.5% | +143.9% | +287.6% | +290.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 10y: compounded portfolio wealth divided by compounded BP 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…
10y analysis · Full analysis span regression · 6 months rolling