+68.5%
LIN vs FOXA
+76.9%
-8.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.4% | -0.1% |
| 7D | +2.1% | +2.7% | -0.6% | +1.6% |
| 30D | +6.8% | +10.0% | -3.2% | +4.8% |
| 3M | +10.4% | +5.0% | +5.4% | +9.1% |
| 6M | +3.2% | +3.4% | -0.2% | +1.7% |
| YTD | +24.6% | -5.5% | +30.1% | +25.3% |
| 1Y | +24.4% | +5.5% | +18.9% | +21.6% |
| 3Y | +36.7% | +139.3% | -102.6% | +6.5% |
| All | +68.5% | +76.9% | -8.4% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling