+412.1%
LIN vs FDX
+155.6%
+256.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +2.0% | +0.5% | +1.5% | +1.8% |
| 30D | +7.9% | +9.5% | -1.7% | +5.1% |
| 3M | +6.3% | -1.3% | +7.6% | +6.5% |
| 6M | +6.5% | +5.5% | +1.0% | +4.3% |
| YTD | +23.6% | +38.9% | -15.3% | +11.1% |
| 1Y | +25.7% | +58.8% | -33.1% | +8.6% |
| 3Y | +35.6% | +71.1% | -35.5% | +10.4% |
| 5Y | +65.9% | +76.3% | -10.4% | +29.4% |
| 10Y | +412.1% | +153.4% | +258.6% | +211.7% |
| All | +412.1% | +155.6% | +256.5% | +211.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling