+423.5%
LIN vs COO
+43.8%
+379.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.2% |
| 7D | +3.6% | +5.3% | -1.7% | +1.8% |
| 30D | +6.4% | +12.5% | -6.2% | +2.1% |
| 3M | +6.5% | -15.1% | +21.6% | +11.8% |
| 6M | +4.9% | +3.7% | +1.2% | +2.3% |
| YTD | +23.4% | -22.5% | +46.0% | +32.9% |
| 1Y | +26.3% | -7.8% | +34.1% | +27.4% |
| 3Y | +38.0% | -24.1% | +62.1% | +43.1% |
| 5Y | +68.0% | -40.1% | +108.1% | +88.9% |
| All | +423.5% | +43.8% | +379.7% | +331.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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