+431.5%
LIN vs CHD
+196.1%
+235.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.3% |
| 7D | +2.1% | +3.6% | -1.5% | +1.1% |
| 30D | +6.8% | +10.4% | -3.6% | +3.8% |
| 3M | +10.4% | +12.2% | -1.8% | +6.8% |
| 6M | +3.2% | +19.9% | -16.8% | -2.2% |
| YTD | +24.6% | +36.4% | -11.8% | +13.6% |
| 1Y | +24.4% | +35.1% | -10.7% | +13.7% |
| 3Y | +36.7% | +29.2% | +7.6% | +25.5% |
| 5Y | +67.0% | +33.4% | +33.6% | +49.5% |
| All | +431.5% | +196.1% | +235.4% | +291.7% |
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