+412.1%
LIN vs RCL
+381.8%
+30.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +2.0% | +8.5% | -6.5% | +0.6% |
| 30D | +7.9% | +20.4% | -12.5% | +4.4% |
| 3M | +6.3% | +11.0% | -4.7% | +4.1% |
| 6M | +6.5% | +24.9% | -18.4% | +1.7% |
| YTD | +23.6% | +23.9% | -0.3% | +16.8% |
| 1Y | +25.7% | +30.8% | -5.1% | +17.4% |
| 3Y | +35.6% | +270.4% | -234.8% | +1.9% |
| 5Y | +65.9% | +296.1% | -230.2% | +17.7% |
| 10Y | +412.1% | +375.0% | +37.0% | +233.9% |
| All | +412.1% | +381.8% | +30.3% | +233.9% |
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