+290.3%
LIN vs CLBK
+59.4%
+230.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | +6.5% | +2.9% | +3.6% | +5.7% |
| 3M | +5.5% | +3.0% | +2.5% | +4.4% |
| 6M | +3.3% | +27.3% | -24.0% | -3.4% |
| YTD | +22.0% | +58.0% | -36.0% | +7.2% |
| 1Y | +25.7% | +62.4% | -36.6% | +9.5% |
| 3Y | +36.2% | +46.9% | -10.7% | +17.9% |
| 5Y | +66.1% | +25.3% | +40.8% | +45.1% |
| All | +290.3% | +59.4% | +230.9% | +202.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling