+431.5%
LIN vs CPB
-38.9%
+470.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.5% | +0.2% |
| 7D | +2.1% | -1.6% | +3.7% | +2.3% |
| 30D | +6.8% | +19.2% | -12.4% | +3.9% |
| 3M | +10.4% | -1.0% | +11.3% | +10.3% |
| 6M | +3.2% | +15.2% | -12.1% | +0.6% |
| YTD | +24.6% | -13.1% | +37.7% | +26.5% |
| 1Y | +24.4% | -22.4% | +46.8% | +28.6% |
| 3Y | +36.7% | -35.3% | +72.1% | +44.2% |
| 5Y | +67.0% | -33.0% | +100.0% | +73.8% |
| All | +431.5% | -38.9% | +470.4% | +444.8% |
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