+3,010.8%
LIN vs CNC
+5,764.6%
-2,753.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.0% | +4.8% | -0.1% |
| 7D | +0.2% | +1.9% | -1.7% | -0.3% |
| 30D | +6.5% | +7.3% | -0.8% | +5.0% |
| 3M | +5.5% | +8.6% | -3.2% | +3.6% |
| 6M | +3.3% | +26.0% | -22.7% | -1.5% |
| YTD | +22.0% | +69.5% | -47.4% | +9.3% |
| 1Y | +25.7% | +88.0% | -62.2% | +10.3% |
| 3Y | +36.2% | -2.9% | +39.2% | +28.9% |
| 5Y | +66.1% | -6.0% | +72.0% | +56.5% |
| 10Y | +431.0% | +126.4% | +304.6% | +313.0% |
| All | +3,010.8% | +5,764.6% | -2,753.8% | +1,171.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling