+361.3%
LIN vs CP
+220.9%
+140.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -2.1% | -2.7% | +0.6% | -1.0% |
| 30D | -2.4% | +0.2% | -2.6% | -2.6% |
| 3M | -5.6% | +2.6% | -8.1% | -7.0% |
| 6M | -3.4% | +6.0% | -9.4% | -6.7% |
| YTD | +13.1% | +24.9% | -11.8% | +0.7% |
| 1Y | +2.5% | +20.1% | -17.6% | -7.2% |
| 3Y | +27.6% | +16.4% | +11.2% | +14.3% |
| 5Y | +63.0% | +31.7% | +31.3% | +34.0% |
| All | +361.3% | +220.9% | +140.4% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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