+61.9%
LIN vs CCL
+5.2%
+56.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | -5.0% | +2.9% | -1.5% |
| 30D | -2.4% | -20.3% | +17.9% | +0.4% |
| 3M | -5.6% | -15.1% | +9.6% | -3.8% |
| 6M | -3.4% | -15.1% | +11.7% | -2.2% |
| YTD | +13.1% | -21.8% | +34.9% | +15.4% |
| 1Y | +2.5% | -24.8% | +27.3% | +4.7% |
| 3Y | +27.6% | +51.9% | -24.3% | +14.4% |
| All | +61.9% | +5.2% | +56.7% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling