+65.2%
LIN vs CLX
-26.6%
+91.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +3.6% | +12.4% | -8.8% | +1.4% |
| 30D | +6.4% | +21.1% | -14.7% | +2.7% |
| 3M | +6.5% | -3.3% | +9.8% | +7.0% |
| 6M | +4.9% | +18.8% | -14.0% | +1.1% |
| YTD | +23.4% | +3.9% | +19.5% | +21.5% |
| 1Y | +26.3% | -3.8% | +30.1% | +26.3% |
| 3Y | +38.0% | -10.5% | +48.5% | +39.2% |
| All | +65.2% | -26.6% | +91.9% | +74.0% |
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