+36.2%
LIN vs JCI
+174.6%
-138.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.9% | -1.5% |
| 7D | +0.2% | -9.4% | +9.6% | +1.3% |
| 30D | +6.5% | -13.4% | +19.9% | +8.2% |
| 3M | +5.5% | -12.4% | +17.9% | +6.9% |
| 6M | +3.3% | -5.1% | +8.5% | +3.2% |
| YTD | +22.0% | +13.7% | +8.3% | +17.8% |
| 1Y | +25.7% | +11.4% | +14.3% | +21.8% |
| 3Y | +36.2% | +175.9% | -139.7% | +12.9% |
| All | +36.2% | +174.6% | -138.4% | +12.9% |
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 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