+358.4%
LIN vs CPAY
+142.6%
+215.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.2% |
| 7D | -3.5% | +0.6% | -4.0% | -3.6% |
| 30D | -4.1% | +3.6% | -7.7% | -5.2% |
| 3M | -6.4% | +16.6% | -23.0% | -11.0% |
| 6M | -2.4% | +29.5% | -31.9% | -10.9% |
| YTD | +10.9% | +35.3% | -24.3% | -1.4% |
| 1Y | 0.0% | +30.6% | -30.6% | -10.4% |
| 3Y | +25.8% | +49.7% | -23.9% | +4.0% |
| 5Y | +60.8% | +54.4% | +6.4% | +28.2% |
| 10Y | +358.4% | +142.8% | +215.6% | +221.1% |
| All | +358.4% | +142.6% | +215.8% | +221.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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