+63.3%
LIN vs JCI
+95.9%
-32.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.9% | -1.9% |
| 7D | +0.2% | -9.4% | +9.6% | +2.7% |
| 30D | +6.5% | -13.4% | +19.9% | +10.2% |
| 3M | +5.5% | -12.4% | +17.9% | +8.6% |
| 6M | +3.3% | -5.1% | +8.5% | +3.3% |
| YTD | +22.0% | +13.7% | +8.3% | +14.1% |
| 1Y | +25.7% | +11.4% | +14.3% | +18.3% |
| 3Y | +36.2% | +175.9% | -139.7% | -14.4% |
| All | +63.3% | +95.9% | -32.6% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling