+12,058.6%
LIN vs RCL
+5,591.8%
+6,466.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.5% | 0.0% |
| 7D | +3.6% | +3.9% | -0.3% | +2.7% |
| 30D | +6.4% | +11.8% | -5.4% | +3.8% |
| 3M | +6.5% | -0.8% | +7.3% | +6.2% |
| 6M | +4.9% | +23.6% | -18.8% | -0.8% |
| YTD | +23.4% | +17.6% | +5.8% | +16.4% |
| 1Y | +26.3% | +28.3% | -2.0% | +16.7% |
| 3Y | +38.0% | +261.4% | -223.5% | -1.2% |
| 5Y | +68.0% | +245.3% | -177.3% | +15.1% |
| 10Y | +437.1% | +381.8% | +55.3% | +190.7% |
| All | +12,058.6% | +5,591.8% | +6,466.8% | +2,765.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling