+36.2%
LIN vs CP
+26.5%
+9.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -0.7% |
| 7D | +0.2% | +2.8% | -2.6% | -0.5% |
| 30D | +6.5% | +10.2% | -3.8% | +3.9% |
| 3M | +5.5% | +2.4% | +3.1% | +4.7% |
| 6M | +3.3% | +7.7% | -4.3% | +1.1% |
| YTD | +22.0% | +26.0% | -4.0% | +14.3% |
| 1Y | +25.7% | +34.6% | -8.9% | +15.5% |
| 3Y | +36.2% | +26.7% | +9.6% | +27.3% |
| All | +36.2% | +26.5% | +9.7% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling