+10,545.1%
LIN vs CRS
+8,603.9%
+1,941.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.4% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | -2.4% | -16.6% | +14.2% | +2.1% |
| 3M | -5.6% | -3.5% | -2.1% | -5.5% |
| 6M | -3.4% | +15.4% | -18.8% | -8.7% |
| YTD | +13.1% | +51.2% | -38.1% | -1.1% |
| 1Y | +2.5% | +98.3% | -95.8% | -17.9% |
| 3Y | +27.6% | +651.5% | -623.9% | -33.0% |
| 5Y | +63.0% | +1,411.1% | -1,348.1% | -33.2% |
| 10Y | +359.3% | +1,424.3% | -1,065.1% | +60.3% |
| All | +10,545.1% | +8,603.9% | +1,941.2% | +1,683.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 all: compounded portfolio wealth divided by compounded CRS 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…
all analysis · Full analysis span regression · 6 months rolling