+25.7%
LIN vs EXPE
+21.4%
+4.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.7% | -1.0% |
| 7D | +0.2% | -9.3% | +9.5% | +0.5% |
| 30D | +6.5% | +0.1% | +6.3% | +6.7% |
| 3M | +5.5% | -15.3% | +20.8% | +5.9% |
| 6M | +3.3% | +5.5% | -2.1% | +4.0% |
| YTD | +22.0% | -8.0% | +30.0% | +24.4% |
| 1Y | +25.7% | +18.9% | +6.9% | +24.6% |
| All | +25.7% | +21.4% | +4.4% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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