+412.1%
LIN vs JCI
+298.2%
+113.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.4% |
| 7D | +2.0% | -5.9% | +7.9% | +4.1% |
| 30D | +7.9% | -10.4% | +18.2% | +11.7% |
| 3M | +6.3% | -6.1% | +12.4% | +7.7% |
| 6M | +6.5% | +1.7% | +4.8% | +3.6% |
| YTD | +23.6% | +18.9% | +4.7% | +11.3% |
| 1Y | +25.7% | +16.1% | +9.6% | +14.2% |
| 3Y | +35.6% | +187.8% | -152.2% | -23.3% |
| 5Y | +65.9% | +103.2% | -37.3% | +9.5% |
| 10Y | +412.1% | +288.2% | +123.9% | +123.0% |
| All | +412.1% | +298.2% | +113.8% | +123.0% |
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