+412.1%
LIN vs CCL
-28.6%
+440.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +2.0% | +5.8% | -3.8% | +1.1% |
| 30D | +7.9% | +17.3% | -9.4% | +5.2% |
| 3M | +6.3% | +11.3% | -5.0% | +4.2% |
| 6M | +6.5% | +18.5% | -12.0% | +3.0% |
| YTD | +23.6% | +2.8% | +20.8% | +21.0% |
| 1Y | +25.7% | +16.7% | +9.0% | +20.4% |
| 3Y | +35.6% | +146.0% | -110.4% | +11.7% |
| 5Y | +65.9% | +33.6% | +32.2% | +42.7% |
| 10Y | +412.1% | -29.4% | +441.5% | +362.3% |
| All | +412.1% | -28.6% | +440.7% | +362.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 10y: compounded portfolio wealth divided by compounded CCL 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…
10y analysis · Full analysis span regression · 6 months rolling