+417.5%
LIN vs CPB
-38.3%
+455.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.1% | -1.0% |
| 7D | +0.2% | +8.0% | -7.8% | -1.0% |
| 30D | +6.5% | +22.4% | -15.9% | +3.2% |
| 3M | +5.5% | +2.5% | +2.9% | +4.8% |
| 6M | +3.3% | +12.2% | -8.9% | +1.2% |
| YTD | +22.0% | -12.8% | +34.8% | +23.8% |
| 1Y | +25.7% | -19.2% | +44.9% | +29.1% |
| 3Y | +36.2% | -35.6% | +71.8% | +43.7% |
| 5Y | +66.1% | -31.4% | +97.5% | +72.1% |
| All | +417.5% | -38.3% | +455.8% | +446.0% |
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