+63.3%
LIN vs CNP
+73.6%
-10.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.8% |
| 7D | +0.2% | -4.2% | +4.4% | +1.7% |
| 30D | +6.5% | +5.5% | +0.9% | +4.2% |
| 3M | +5.5% | +0.6% | +4.9% | +5.0% |
| 6M | +3.3% | -2.8% | +6.2% | +4.0% |
| YTD | +22.0% | +7.9% | +14.2% | +17.8% |
| 1Y | +25.7% | +6.7% | +19.1% | +21.9% |
| 3Y | +36.2% | +61.1% | -24.9% | +10.3% |
| All | +63.3% | +73.6% | -10.2% | +29.8% |
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