+1,511.4%
LIN vs EXPE
+769.8%
+741.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -13.7% | +13.1% | +2.3% |
| 7D | +3.6% | -3.6% | +7.2% | +4.0% |
| 30D | +6.4% | +4.8% | +1.6% | +4.7% |
| 3M | +6.5% | -14.6% | +21.1% | +9.2% |
| 6M | +4.9% | +10.0% | -5.1% | +1.1% |
| YTD | +23.4% | -3.3% | +26.7% | +20.6% |
| 1Y | +26.3% | +28.4% | -2.1% | +15.0% |
| 3Y | +38.0% | +145.1% | -107.1% | +3.9% |
| 5Y | +68.0% | +51.6% | +16.3% | +35.9% |
| 10Y | +437.1% | +128.8% | +308.3% | +256.4% |
| All | +1,511.4% | +769.8% | +741.5% | +416.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling