+68.0%
LIN vs CI
+54.1%
+13.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | +3.6% | +1.0% | +2.6% | +3.4% |
| 30D | +6.4% | +9.9% | -3.5% | +4.3% |
| 3M | +6.5% | +12.1% | -5.6% | +3.9% |
| 6M | +4.9% | +10.6% | -5.8% | +2.4% |
| YTD | +23.4% | +11.4% | +12.1% | +20.0% |
| 1Y | +26.3% | +18.8% | +7.5% | +21.0% |
| 3Y | +38.0% | +2.9% | +35.1% | +34.4% |
| 5Y | +68.0% | +54.5% | +13.5% | +37.4% |
| All | +68.0% | +54.1% | +13.9% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling