+63.3%
LIN vs GPC
+3.6%
+59.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.8% |
| 7D | +0.2% | +1.6% | -1.4% | -0.2% |
| 30D | +6.5% | -2.1% | +8.5% | +6.9% |
| 3M | +5.5% | -6.8% | +12.3% | +7.2% |
| 6M | +3.3% | +18.6% | -15.3% | -1.8% |
| YTD | +22.0% | +2.7% | +19.4% | +19.3% |
| 1Y | +25.7% | +1.8% | +24.0% | +23.1% |
| 3Y | +36.2% | +1.1% | +35.2% | +28.7% |
| All | +63.3% | +3.6% | +59.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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