+2,783.3%
LIN vs CNC
+5,537.6%
-2,754.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.7% |
| 7D | -2.1% | +3.5% | -5.7% | -2.7% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | -5.6% | +6.9% | -12.5% | -7.0% |
| 6M | -3.4% | +49.0% | -52.4% | -11.0% |
| YTD | +13.1% | +62.9% | -49.8% | +2.3% |
| 1Y | +2.5% | +134.0% | -131.5% | -13.9% |
| 3Y | +27.6% | +9.4% | +18.2% | +18.1% |
| 5Y | +63.0% | +4.1% | +58.9% | +50.7% |
| 10Y | +359.3% | +95.4% | +263.9% | +267.0% |
| All | +2,783.3% | +5,537.6% | -2,754.2% | +1,090.1% |
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 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