+431.5%
LIN vs CNP
+146.5%
+285.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | +2.1% | +1.3% | +0.8% | +1.6% |
| 30D | +6.8% | +3.8% | +3.0% | +5.1% |
| 3M | +10.4% | +2.4% | +8.0% | +9.1% |
| 6M | +3.2% | -1.2% | +4.3% | +3.2% |
| YTD | +24.6% | +9.3% | +15.3% | +19.7% |
| 1Y | +24.4% | +6.4% | +18.0% | +20.6% |
| 3Y | +36.7% | +66.4% | -29.6% | +9.9% |
| 5Y | +67.0% | +75.7% | -8.7% | +30.7% |
| All | +431.5% | +146.5% | +285.0% | +239.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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