+61.9%
LIN vs CPB
-39.5%
+101.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.5% |
| 7D | -2.1% | -8.6% | +6.5% | -0.9% |
| 30D | -2.4% | -7.2% | +4.8% | -1.5% |
| 3M | -5.6% | +0.9% | -6.5% | -5.8% |
| 6M | -3.4% | -11.8% | +8.4% | -2.0% |
| YTD | +13.1% | -19.4% | +32.5% | +16.1% |
| 1Y | +2.5% | -30.4% | +32.8% | +7.5% |
| 3Y | +27.6% | -40.2% | +67.8% | +35.6% |
| All | +61.9% | -39.5% | +101.4% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling