+33.0%
LIN vs CORZ
+111.9%
-78.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.5% | -1.2% |
| 7D | +0.2% | -11.2% | +11.4% | +0.3% |
| 30D | +6.5% | -26.2% | +32.7% | +6.7% |
| 3M | +5.5% | -44.1% | +49.6% | +6.0% |
| 6M | +3.3% | -52.3% | +55.6% | +4.0% |
| YTD | +22.0% | -19.2% | +41.3% | +21.5% |
| 1Y | +25.7% | -42.9% | +68.6% | +26.0% |
| All | +33.0% | +111.9% | -78.9% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 3y: compounded portfolio wealth divided by compounded CORZ 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…
3y analysis · Full analysis span regression · 6 months rolling