+11,518.3%
LIN vs CLX
+2,320.4%
+9,197.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +3.6% | +12.4% | -8.8% | +0.4% |
| 30D | +6.4% | +21.1% | -14.7% | +1.1% |
| 3M | +6.5% | -3.3% | +9.8% | +7.1% |
| 6M | +4.9% | +18.8% | -14.0% | -0.5% |
| YTD | +23.4% | +3.9% | +19.5% | +20.6% |
| 1Y | +26.3% | -3.8% | +30.1% | +25.8% |
| 3Y | +38.0% | -10.5% | +48.5% | +38.7% |
| 5Y | +68.0% | -26.7% | +94.7% | +74.7% |
| 10Y | +437.1% | +19.9% | +417.2% | +363.5% |
| All | +11,518.3% | +2,320.4% | +9,197.9% | +3,585.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling