+361.3%
LIN vs JCI
+322.9%
+38.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.7% |
| 7D | -2.1% | +3.8% | -6.0% | -3.6% |
| 30D | -2.4% | -5.7% | +3.2% | -0.3% |
| 3M | -5.6% | -1.4% | -4.2% | -5.7% |
| 6M | -3.4% | +4.1% | -7.5% | -6.3% |
| YTD | +13.1% | +21.7% | -8.6% | +2.1% |
| 1Y | +2.5% | +36.1% | -33.7% | -12.4% |
| 3Y | +27.6% | +154.4% | -126.8% | -21.7% |
| 5Y | +63.0% | +112.0% | -49.0% | +7.0% |
| All | +361.3% | +322.9% | +38.4% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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