+65.9%
LIN vs CLX
-23.2%
+89.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.1% |
| 7D | +2.0% | +13.6% | -11.6% | -0.3% |
| 30D | +7.9% | +29.1% | -21.2% | +2.9% |
| 3M | +6.3% | +1.6% | +4.7% | +5.8% |
| 6M | +6.5% | +18.7% | -12.2% | +2.7% |
| YTD | +23.6% | +11.1% | +12.5% | +20.2% |
| 1Y | +25.7% | +7.0% | +18.7% | +23.2% |
| 3Y | +35.6% | -10.0% | +45.6% | +36.8% |
| 5Y | +65.9% | -22.6% | +88.5% | +72.5% |
| All | +65.9% | -23.2% | +89.1% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 5y: compounded portfolio wealth divided by compounded CLX 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…
5y analysis · Full analysis span regression · 6 months rolling