+11,596.6%
LIN vs CLF
+451.1%
+11,145.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.2% | +11.8% | +4.1% |
| 7D | +3.3% | -7.9% | +11.2% | +4.5% |
| 30D | +8.8% | +5.2% | +3.5% | +7.3% |
| 3M | +8.6% | +4.3% | +4.3% | +6.8% |
| 6M | +7.0% | +25.3% | -18.3% | +0.9% |
| YTD | +24.3% | -3.3% | +27.6% | +20.6% |
| 1Y | +27.3% | +20.2% | +7.0% | +18.7% |
| 3Y | +38.9% | -25.0% | +63.9% | +31.1% |
| 5Y | +69.4% | -42.1% | +111.5% | +60.8% |
| 10Y | +440.7% | +139.1% | +301.6% | +238.5% |
| All | +11,596.6% | +451.1% | +11,145.4% | +4,101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 CLF 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