+237.8%
LIN vs FOXA
+96.5%
+141.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.0% | +0.4% | +1.6% | +1.9% |
| 30D | +7.9% | +7.9% | -0.1% | +5.7% |
| 3M | +6.3% | +6.7% | -0.4% | +4.2% |
| 6M | +6.5% | +7.5% | -1.0% | +3.2% |
| YTD | +23.6% | -6.9% | +30.5% | +24.1% |
| 1Y | +25.7% | +2.2% | +23.5% | +22.8% |
| 3Y | +35.6% | +131.4% | -95.8% | +2.5% |
| 5Y | +65.9% | +76.2% | -10.4% | +34.1% |
| All | +237.8% | +96.5% | +141.3% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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