+11,518.3%
LIN vs FDX
+4,746.8%
+6,771.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.2% | +0.6% |
| 7D | +3.6% | +2.9% | +0.7% | +2.6% |
| 30D | +6.4% | +9.6% | -3.2% | +3.2% |
| 3M | +6.5% | +2.4% | +4.1% | +5.4% |
| 6M | +4.9% | +9.2% | -4.4% | +1.2% |
| YTD | +23.4% | +37.7% | -14.3% | +9.7% |
| 1Y | +26.3% | +56.1% | -29.8% | +7.5% |
| 3Y | +38.0% | +68.9% | -30.9% | +10.2% |
| 5Y | +68.0% | +79.0% | -11.0% | +27.0% |
| 10Y | +437.1% | +163.9% | +273.2% | +231.3% |
| All | +11,518.3% | +4,746.8% | +6,771.5% | +2,997.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling