+36.7%
LIN vs CNC
-1.0%
+37.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.6% |
| 7D | +2.1% | +2.2% | -0.1% | +2.0% |
| 30D | +6.8% | +1.6% | +5.2% | +6.6% |
| 3M | +10.4% | +7.9% | +2.5% | +9.8% |
| 6M | +3.2% | +21.2% | -18.0% | +1.9% |
| YTD | +24.6% | +73.2% | -48.6% | +20.4% |
| 1Y | +24.4% | +97.5% | -73.1% | +19.4% |
| 3Y | +36.7% | -1.2% | +38.0% | +34.1% |
| All | +36.7% | -1.0% | +37.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 3y: compounded portfolio wealth divided by compounded CNC 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…
3y analysis · Full analysis span regression · 6 months rolling