+9,381.0%
LIN vs CB
+6,559.4%
+2,821.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -0.3% |
| 7D | -2.1% | +0.5% | -2.6% | -2.3% |
| 30D | -2.4% | -3.1% | +0.7% | -1.4% |
| 3M | -5.6% | +9.0% | -14.5% | -8.6% |
| 6M | -3.4% | +2.9% | -6.2% | -4.7% |
| YTD | +13.1% | +10.1% | +3.0% | +8.8% |
| 1Y | +2.5% | +22.8% | -20.3% | -5.2% |
| 3Y | +27.6% | +73.8% | -46.2% | +3.8% |
| 5Y | +63.0% | +99.2% | -36.1% | +26.1% |
| 10Y | +359.3% | +218.2% | +141.1% | +196.7% |
| All | +9,381.0% | +6,559.4% | +2,821.5% | +2,601.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling