+417.3%
LIN vs CNH
+134.0%
+283.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.9% | -9.9% | -2.2% |
| 7D | +0.1% | +8.6% | -8.4% | -2.5% |
| 30D | +7.6% | +12.6% | -5.0% | +3.5% |
| 3M | +6.5% | +17.5% | -11.0% | +0.3% |
| 6M | +6.2% | +18.1% | -11.9% | -1.1% |
| YTD | +23.2% | +40.4% | -17.2% | +7.3% |
| 1Y | +25.4% | +34.0% | -8.6% | +10.7% |
| 3Y | +38.3% | +35.3% | +3.0% | +16.1% |
| 5Y | +64.4% | -5.1% | +69.5% | +52.3% |
| 10Y | +417.3% | +124.0% | +293.3% | +242.7% |
| All | +417.3% | +134.0% | +283.4% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 10y: compounded portfolio wealth divided by compounded CNH 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…
10y analysis · Full analysis span regression · 6 months rolling