+64.4%
LIN vs CCI
-37.5%
+101.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +0.1% | +0.9% | -0.8% | -0.1% |
| 30D | +7.6% | +10.3% | -2.7% | +5.2% |
| 3M | +6.5% | +17.9% | -11.3% | +2.5% |
| 6M | +6.2% | -0.5% | +6.7% | +5.9% |
| YTD | +23.2% | +2.7% | +20.5% | +21.4% |
| 1Y | +25.4% | +3.1% | +22.3% | +23.3% |
| 3Y | +38.3% | +8.0% | +30.3% | +31.4% |
| 5Y | +64.4% | -37.8% | +102.2% | +83.0% |
| All | +64.4% | -37.5% | +101.9% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 CCI 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