+25.4%
LIN vs CDW
+16.9%
+8.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.8% | -3.9% | +1.0% |
| 7D | +0.1% | +9.3% | -9.2% | +0.2% |
| 30D | +7.6% | +15.8% | -8.2% | +7.7% |
| 3M | +6.5% | +21.8% | -15.2% | +7.0% |
| 6M | +6.2% | +58.8% | -52.6% | +6.8% |
| YTD | +23.2% | +22.8% | +0.5% | +22.6% |
| All | +25.4% | +16.9% | +8.5% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling