+68.0%
LIN vs CNP
+69.8%
-1.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.3% |
| 7D | +3.6% | -5.3% | +8.9% | +5.6% |
| 30D | +6.4% | +3.7% | +2.7% | +4.8% |
| 3M | +6.5% | -1.1% | +7.6% | +6.6% |
| 6M | +4.9% | -7.1% | +12.0% | +7.3% |
| YTD | +23.4% | +6.0% | +17.4% | +19.9% |
| 1Y | +26.3% | +5.2% | +21.1% | +23.0% |
| 3Y | +38.0% | +57.5% | -19.5% | +12.7% |
| 5Y | +68.0% | +70.0% | -2.0% | +35.3% |
| All | +68.0% | +69.8% | -1.8% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling