+36.2%
LIN vs CPNG
-3.9%
+40.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.1% |
| 7D | +0.2% | +13.4% | -13.2% | -0.7% |
| 30D | +6.5% | +10.0% | -3.5% | +5.7% |
| 3M | +5.5% | -0.4% | +5.8% | +5.4% |
| 6M | +3.3% | -8.9% | +12.3% | +3.6% |
| YTD | +22.0% | -30.9% | +53.0% | +25.0% |
| 1Y | +25.7% | -43.8% | +69.6% | +31.4% |
| 3Y | +36.2% | -2.5% | +38.7% | +33.3% |
| All | +36.2% | -3.9% | +40.1% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling