+25.1%
LIN vs CAH
+36.6%
-11.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +0.3% | +5.9% | -5.6% | 0.0% |
| 30D | +8.0% | +16.5% | -8.5% | +7.1% |
| 3M | +7.7% | +15.7% | -8.1% | +6.9% |
| 6M | +5.1% | +52.7% | -47.6% | +3.7% |
| YTD | +24.7% | +36.3% | -11.6% | +23.9% |
| 1Y | +25.1% | +36.7% | -11.7% | +24.0% |
| All | +25.1% | +36.6% | -11.6% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 1y: compounded portfolio wealth divided by compounded CAH 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…
1y analysis · Full analysis span regression · 6 months rolling