+423.5%
LIN vs CI
+173.7%
+249.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | +3.6% | +1.0% | +2.6% | +3.3% |
| 30D | +6.4% | +9.9% | -3.5% | +3.4% |
| 3M | +6.5% | +12.1% | -5.6% | +2.7% |
| 6M | +4.9% | +10.6% | -5.8% | +1.2% |
| YTD | +23.4% | +11.4% | +12.1% | +18.3% |
| 1Y | +26.3% | +18.8% | +7.5% | +18.6% |
| 3Y | +38.0% | +2.9% | +35.1% | +31.2% |
| 5Y | +68.0% | +54.5% | +13.5% | +35.4% |
| All | +423.5% | +173.7% | +249.8% | +253.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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