+10,317.4%
LIN vs CB
+7,216.6%
+3,100.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +1.9% |
| 7D | +3.3% | +5.3% | -2.0% | +1.4% |
| 30D | +8.8% | +13.2% | -4.4% | +4.1% |
| 3M | +8.6% | +7.8% | +0.9% | +5.7% |
| 6M | +7.0% | +15.8% | -8.8% | +1.3% |
| YTD | +24.3% | +21.0% | +3.3% | +15.6% |
| 1Y | +27.3% | +32.2% | -4.9% | +14.8% |
| 3Y | +38.9% | +76.7% | -37.8% | +12.4% |
| 5Y | +69.4% | +110.4% | -41.0% | +28.5% |
| 10Y | +440.7% | +261.0% | +179.8% | +234.6% |
| All | +10,317.4% | +7,216.6% | +3,100.8% | +2,769.9% |
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 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