+427.2%
LIN vs JCI
+299.8%
+127.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | 0.0% |
| 7D | +0.3% | +2.9% | -2.6% | -0.9% |
| 30D | +8.0% | -6.9% | +15.0% | +10.2% |
| 3M | +7.7% | -6.3% | +14.0% | +9.2% |
| 6M | +5.1% | +2.6% | +2.5% | +1.9% |
| YTD | +24.7% | +21.8% | +2.9% | +11.2% |
| 1Y | +25.1% | +19.6% | +5.5% | +12.3% |
| 3Y | +36.8% | +194.9% | -158.1% | -23.3% |
| 5Y | +67.9% | +108.1% | -40.3% | +9.9% |
| 10Y | +427.2% | +307.6% | +119.6% | +123.9% |
| All | +427.2% | +299.8% | +127.4% | +123.9% |
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