+431.5%
LIN vs JCI
+291.9%
+139.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +2.9% | +1.6% |
| 7D | +2.1% | +3.2% | -1.1% | +0.8% |
| 30D | +6.8% | -8.6% | +15.4% | +9.6% |
| 3M | +10.4% | -7.7% | +18.1% | +12.5% |
| 6M | +3.2% | -2.6% | +5.7% | +2.1% |
| YTD | +24.6% | +17.4% | +7.2% | +12.7% |
| 1Y | +24.4% | +16.9% | +7.5% | +12.6% |
| 3Y | +36.7% | +186.7% | -150.0% | -22.6% |
| 5Y | +67.0% | +95.4% | -28.3% | +12.4% |
| All | +431.5% | +291.9% | +139.6% | +128.8% |
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