+417.3%
LIN vs O
+69.9%
+347.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.7% |
| 7D | +0.1% | +3.3% | -3.2% | -1.0% |
| 30D | +7.6% | +10.3% | -2.8% | +3.9% |
| 3M | +6.5% | -3.5% | +10.0% | +7.8% |
| 6M | +6.2% | -1.3% | +7.5% | +6.5% |
| YTD | +23.2% | +10.3% | +12.9% | +18.6% |
| 1Y | +25.4% | +10.4% | +15.0% | +20.6% |
| 3Y | +38.3% | +40.0% | -1.7% | +21.1% |
| 5Y | +64.4% | +12.4% | +52.1% | +55.0% |
| 10Y | +417.3% | +78.2% | +339.1% | +323.3% |
| All | +417.3% | +69.9% | +347.4% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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