+294.2%
LIN vs CLBK
+62.9%
+231.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.4% |
| 7D | +0.1% | +1.8% | -1.7% | -0.3% |
| 30D | +7.6% | +5.1% | +2.5% | +6.2% |
| 3M | +6.5% | +5.2% | +1.4% | +4.9% |
| 6M | +6.2% | +28.6% | -22.4% | -1.0% |
| YTD | +23.2% | +61.4% | -38.2% | +7.7% |
| 1Y | +25.4% | +64.7% | -39.3% | +8.8% |
| 3Y | +38.3% | +55.1% | -16.8% | +17.7% |
| 5Y | +64.4% | +28.4% | +36.1% | +42.6% |
| All | +294.2% | +62.9% | +231.3% | +203.3% |
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