+68.0%
LIN vs CB
+107.2%
-39.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | +3.6% | +2.6% | +1.0% | +2.5% |
| 30D | +6.4% | +11.2% | -4.8% | +1.4% |
| 3M | +6.5% | +5.7% | +0.8% | +3.8% |
| 6M | +4.9% | +15.9% | -11.1% | -2.5% |
| YTD | +23.4% | +20.2% | +3.3% | +12.5% |
| 1Y | +26.3% | +32.4% | -6.1% | +9.7% |
| 3Y | +38.0% | +75.5% | -37.5% | +1.6% |
| 5Y | +68.0% | +105.5% | -37.5% | +11.9% |
| All | +68.0% | +107.2% | -39.2% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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