+35.6%
LIN vs CLBK
+54.5%
-18.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +2.0% | +2.9% | -0.9% | +1.7% |
| 30D | +7.9% | +5.4% | +2.5% | +7.3% |
| 3M | +6.3% | +5.8% | +0.6% | +5.6% |
| 6M | +6.5% | +28.9% | -22.4% | +3.4% |
| YTD | +23.6% | +61.8% | -38.3% | +16.6% |
| 1Y | +25.7% | +63.1% | -37.4% | +18.4% |
| 3Y | +35.6% | +55.3% | -19.7% | +27.9% |
| All | +35.6% | +54.5% | -18.9% | +27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling