+417.5%
LIN vs CNH
+116.5%
+301.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -2.0% |
| 7D | +0.2% | -1.7% | +1.9% | +0.7% |
| 30D | +6.5% | -7.2% | +13.7% | +8.6% |
| 3M | +5.5% | +6.5% | -1.1% | +2.4% |
| 6M | +3.3% | +7.9% | -4.5% | -1.0% |
| YTD | +22.0% | +26.6% | -4.6% | +9.7% |
| 1Y | +25.7% | +13.8% | +12.0% | +16.8% |
| 3Y | +36.2% | +9.2% | +27.0% | +22.8% |
| 5Y | +66.1% | -15.6% | +81.7% | +59.6% |
| All | +417.5% | +116.5% | +301.0% | +246.8% |
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