+69.4%
LIN vs CF
+111.0%
-41.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.4% | +7.0% | +3.0% |
| 7D | +3.3% | -6.9% | +10.1% | +4.0% |
| 30D | +8.8% | -3.7% | +12.5% | +9.1% |
| 3M | +8.6% | -5.0% | +13.6% | +9.0% |
| 6M | +7.0% | -10.5% | +17.5% | +7.7% |
| YTD | +24.3% | +46.5% | -22.2% | +18.0% |
| 1Y | +27.3% | +34.8% | -7.6% | +21.9% |
| 3Y | +38.9% | +46.7% | -7.8% | +30.5% |
| 5Y | +69.4% | +112.0% | -42.6% | +52.2% |
| All | +69.4% | +111.0% | -41.6% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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