+11,518.3%
LIN vs JCI
+3,064.6%
+8,453.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.8% | +0.9% |
| 7D | +3.6% | -16.9% | +20.5% | +8.1% |
| 30D | +6.4% | -17.2% | +23.6% | +10.9% |
| 3M | +6.5% | -14.2% | +20.7% | +9.9% |
| 6M | +4.9% | -8.7% | +13.6% | +6.1% |
| YTD | +23.4% | +10.7% | +12.7% | +18.5% |
| 1Y | +26.3% | +9.7% | +16.6% | +21.5% |
| 3Y | +38.0% | +166.9% | -128.9% | +4.4% |
| 5Y | +68.0% | +93.1% | -25.2% | +36.8% |
| 10Y | +437.1% | +300.3% | +136.8% | +263.8% |
| All | +11,518.3% | +3,064.6% | +8,453.8% | +3,513.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling