+261.8%
LIN vs CLBK
+67.9%
+193.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | +1.2% | -3.3% | -2.4% |
| 30D | -2.4% | +9.1% | -11.6% | -4.7% |
| 3M | -5.6% | +27.7% | -33.3% | -11.6% |
| 6M | -3.4% | +40.8% | -44.2% | -12.0% |
| YTD | +13.1% | +66.4% | -53.3% | -1.8% |
| 1Y | +2.5% | +72.4% | -69.9% | -12.3% |
| 3Y | +27.6% | +50.7% | -23.1% | +10.0% |
| 5Y | +63.0% | +42.9% | +20.1% | +34.8% |
| All | +261.8% | +67.9% | +193.9% | +176.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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