+10,545.1%
LIN vs EXPD
+25,905.6%
-15,360.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -2.1% | -1.1% | -1.0% | -1.8% |
| 30D | -2.4% | +4.1% | -6.5% | -3.5% |
| 3M | -5.6% | +17.9% | -23.5% | -9.8% |
| 6M | -3.4% | +29.2% | -32.6% | -10.1% |
| YTD | +13.1% | +27.4% | -14.2% | +5.0% |
| 1Y | +2.5% | +56.8% | -54.4% | -10.4% |
| 3Y | +27.6% | +68.0% | -40.4% | +8.4% |
| 5Y | +63.0% | +61.9% | +1.2% | +38.2% |
| 10Y | +359.3% | +316.0% | +43.3% | +204.6% |
| All | +10,545.1% | +25,905.6% | -15,360.5% | +4,216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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