+11,518.3%
LIN vs EXC
+1,881.5%
+9,636.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | +3.6% | +1.4% | +2.2% | +3.1% |
| 30D | +6.4% | +11.6% | -5.3% | +2.1% |
| 3M | +6.5% | +2.7% | +3.8% | +5.3% |
| 6M | +4.9% | +2.7% | +2.2% | +3.5% |
| YTD | +23.4% | +9.7% | +13.7% | +18.5% |
| 1Y | +26.3% | +4.5% | +21.8% | +23.4% |
| 3Y | +38.0% | +28.5% | +9.5% | +23.2% |
| 5Y | +68.0% | +43.9% | +24.0% | +42.4% |
| 10Y | +437.1% | +183.7% | +253.4% | +247.0% |
| All | +11,518.3% | +1,881.5% | +9,636.9% | +4,748.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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