+68.0%
LIN vs RCL
+256.9%
-188.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.5% | -0.2% |
| 7D | +3.6% | +3.9% | -0.3% | +3.0% |
| 30D | +6.4% | +11.8% | -5.4% | +4.5% |
| 3M | +6.5% | -0.8% | +7.3% | +6.4% |
| 6M | +4.9% | +23.6% | -18.8% | +0.7% |
| YTD | +23.4% | +17.6% | +5.8% | +18.0% |
| 1Y | +26.3% | +28.3% | -2.0% | +18.7% |
| 3Y | +38.0% | +261.4% | -223.5% | +3.3% |
| 5Y | +68.0% | +245.3% | -177.3% | +24.3% |
| All | +68.0% | +256.9% | -188.9% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling