+7,573.1%
LIN vs O
+5,283.0%
+2,290.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.1% | -0.8% |
| 7D | +3.6% | +4.5% | -0.9% | +2.0% |
| 30D | +6.4% | +10.2% | -3.8% | +2.8% |
| 3M | +6.5% | -3.8% | +10.3% | +7.8% |
| 6M | +4.9% | -3.8% | +8.7% | +6.1% |
| YTD | +23.4% | +10.3% | +13.1% | +18.8% |
| 1Y | +26.3% | +11.9% | +14.4% | +21.0% |
| 3Y | +38.0% | +38.1% | -0.1% | +21.7% |
| 5Y | +68.0% | +11.1% | +56.9% | +58.9% |
| 10Y | +437.1% | +72.7% | +364.4% | +313.0% |
| All | +7,573.1% | +5,283.0% | +2,290.2% | +2,005.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling