+417.5%
LIN vs CI
+166.5%
+251.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.4% |
| 7D | +0.2% | -1.6% | +1.8% | +0.7% |
| 30D | +6.5% | +5.4% | +1.0% | +4.7% |
| 3M | +5.5% | +7.3% | -1.8% | +3.1% |
| 6M | +3.3% | +5.3% | -2.0% | +1.2% |
| YTD | +22.0% | +8.5% | +13.6% | +17.9% |
| 1Y | +25.7% | +17.1% | +8.6% | +18.6% |
| 3Y | +36.2% | +1.4% | +34.8% | +29.9% |
| 5Y | +66.1% | +50.5% | +15.6% | +34.8% |
| All | +417.5% | +166.5% | +251.0% | +252.1% |
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