+25.7%
LIN vs EXE
-20.6%
+46.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.3% |
| 7D | +2.0% | -2.2% | +4.2% | +2.0% |
| 30D | +7.9% | -0.3% | +8.2% | +7.9% |
| 3M | +6.3% | -9.3% | +15.6% | +6.3% |
| 6M | +6.5% | -7.2% | +13.7% | +6.5% |
| YTD | +23.6% | -18.9% | +42.5% | +23.8% |
| 1Y | +25.7% | -21.7% | +47.4% | +25.9% |
| All | +25.7% | -20.6% | +46.3% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling