+417.3%
LIN vs CHD
+181.4%
+235.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.5% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | +7.6% | +13.5% | -5.9% | +3.9% |
| 3M | +6.5% | +8.1% | -1.6% | +4.2% |
| 6M | +6.2% | +19.9% | -13.7% | +0.7% |
| YTD | +23.2% | +34.0% | -10.8% | +13.0% |
| 1Y | +25.4% | +29.8% | -4.4% | +16.0% |
| 3Y | +38.3% | +28.7% | +9.6% | +27.2% |
| 5Y | +64.4% | +31.8% | +32.6% | +47.9% |
| 10Y | +417.3% | +178.2% | +239.1% | +293.6% |
| All | +417.3% | +181.4% | +235.9% | +293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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