+6,930.4%
LIN vs O
+5,387.7%
+1,542.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | -2.4% | -1.9% | -0.5% | -1.8% |
| 3M | -5.6% | +3.8% | -9.4% | -6.9% |
| 6M | -3.4% | -4.7% | +1.4% | -1.9% |
| YTD | +13.1% | +12.5% | +0.6% | +8.2% |
| 1Y | +2.5% | +10.8% | -8.4% | -1.5% |
| 3Y | +27.6% | +28.8% | -1.2% | +15.2% |
| 5Y | +63.0% | +13.2% | +49.8% | +53.2% |
| 10Y | +359.3% | +53.5% | +305.8% | +267.6% |
| All | +6,930.4% | +5,387.7% | +1,542.7% | +1,817.4% |
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