+61.9%
LIN vs COO
-38.8%
+100.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | -2.1% | -2.2% | +0.1% | -1.5% |
| 30D | -2.4% | -7.0% | +4.6% | -0.5% |
| 3M | -5.6% | +12.2% | -17.8% | -8.8% |
| 6M | -3.4% | -15.1% | +11.7% | +0.8% |
| YTD | +13.1% | -15.1% | +28.2% | +17.9% |
| 1Y | +2.5% | +2.3% | +0.1% | +0.7% |
| 3Y | +27.6% | -23.7% | +51.3% | +33.0% |
| All | +61.9% | -38.8% | +100.7% | +80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling