+37.8%
LIN vs JCI
+167.3%
-129.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.8% | +0.1% |
| 7D | +3.6% | -16.9% | +20.5% | +5.9% |
| 30D | +6.4% | -17.2% | +23.6% | +8.7% |
| 3M | +6.5% | -14.2% | +20.7% | +8.2% |
| 6M | +4.9% | -8.7% | +13.6% | +5.3% |
| YTD | +23.4% | +10.7% | +12.7% | +19.6% |
| 1Y | +26.3% | +9.7% | +16.6% | +22.5% |
| All | +37.8% | +167.3% | -129.5% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling