+112.0%
LIN vs CPNG
-76.1%
+188.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.7% |
| 7D | +2.1% | -6.8% | +8.9% | +2.8% |
| 30D | +6.8% | +5.5% | +1.3% | +6.1% |
| 3M | +10.4% | -6.8% | +17.1% | +10.9% |
| 6M | +3.2% | -4.8% | +8.0% | +3.0% |
| YTD | +24.6% | -35.6% | +60.2% | +29.0% |
| 1Y | +24.4% | -46.8% | +71.2% | +31.3% |
| 3Y | +36.7% | -0.8% | +37.5% | +33.0% |
| 5Y | +67.0% | -42.9% | +109.9% | +63.2% |
| All | +112.0% | -76.1% | +188.1% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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