+361.3%
LIN vs RCL
+326.6%
+34.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -2.1% | -5.1% | +3.0% | -1.3% |
| 30D | -2.4% | -19.0% | +16.6% | +1.1% |
| 3M | -5.6% | -9.6% | +4.0% | -4.3% |
| 6M | -3.4% | -6.7% | +3.3% | -3.2% |
| YTD | +13.1% | -3.9% | +17.0% | +11.9% |
| 1Y | +2.5% | -25.1% | +27.6% | +5.7% |
| 3Y | +27.6% | +179.1% | -151.5% | +0.8% |
| 5Y | +63.0% | +243.3% | -180.3% | +18.6% |
| All | +361.3% | +326.6% | +34.7% | +202.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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