+36.2%
LIN vs CI
0.0%
+36.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.8% |
| 7D | +0.2% | -1.6% | +1.8% | +0.4% |
| 30D | +6.5% | +5.4% | +1.0% | +5.7% |
| 3M | +5.5% | +7.3% | -1.8% | +4.4% |
| 6M | +3.3% | +5.3% | -2.0% | +2.4% |
| YTD | +22.0% | +8.5% | +13.6% | +20.2% |
| 1Y | +25.7% | +17.1% | +8.6% | +22.6% |
| 3Y | +36.2% | +1.4% | +34.8% | +36.7% |
| All | +36.2% | 0.0% | +36.2% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling