+427.2%
LIN vs CPB
-40.1%
+467.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.1% |
| 7D | +0.3% | -4.1% | +4.4% | +1.0% |
| 30D | +8.0% | +16.9% | -8.9% | +5.4% |
| 3M | +7.7% | -0.6% | +8.2% | +7.6% |
| 6M | +5.1% | +11.4% | -6.3% | +3.0% |
| YTD | +24.7% | -14.8% | +39.5% | +27.0% |
| 1Y | +25.1% | -24.8% | +49.9% | +29.9% |
| 3Y | +36.8% | -36.6% | +73.5% | +44.7% |
| 5Y | +67.9% | -33.3% | +101.2% | +74.8% |
| 10Y | +427.2% | -40.4% | +467.6% | +443.4% |
| All | +427.2% | -40.1% | +467.3% | +443.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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