+417.3%
LIN vs COO
+40.7%
+376.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.1% |
| 7D | +0.1% | +4.3% | -4.2% | -1.3% |
| 30D | +7.6% | +17.6% | -10.0% | +1.7% |
| 3M | +6.5% | -13.9% | +20.4% | +11.3% |
| 6M | +6.2% | +6.6% | -0.4% | +2.6% |
| YTD | +23.2% | -22.0% | +45.2% | +32.4% |
| 1Y | +25.4% | -8.8% | +34.2% | +27.0% |
| 3Y | +38.3% | -21.5% | +59.8% | +41.4% |
| 5Y | +64.4% | -41.0% | +105.4% | +86.2% |
| 10Y | +417.3% | +40.9% | +376.4% | +328.3% |
| All | +417.3% | +40.7% | +376.6% | +328.3% |
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