+369.0%
LIN vs CNI
+129.7%
+239.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | 0.0% |
| 7D | -4.0% | +0.9% | -4.8% | -4.4% |
| 30D | -4.9% | -2.1% | -2.8% | -3.9% |
| 3M | -9.2% | +1.8% | -11.0% | -10.3% |
| 6M | -2.6% | +14.8% | -17.4% | -10.2% |
| YTD | +10.5% | +25.4% | -14.9% | -3.4% |
| 1Y | -0.1% | +32.9% | -33.0% | -15.7% |
| 3Y | +25.4% | +20.2% | +5.2% | +9.1% |
| 5Y | +59.7% | +12.2% | +47.5% | +42.5% |
| 10Y | +369.0% | +136.0% | +233.0% | +169.5% |
| All | +369.0% | +129.7% | +239.2% | +169.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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