+282.2%
LIN vs ROKU
+883.2%
-601.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.8% | -1.9% |
| 7D | -3.5% | -0.1% | -3.3% | -3.5% |
| 30D | -4.1% | +1.5% | -5.6% | -4.2% |
| 3M | -6.4% | +25.7% | -32.1% | -7.8% |
| 6M | -2.4% | +54.5% | -56.9% | -5.3% |
| YTD | +10.9% | +43.2% | -32.3% | +8.1% |
| 1Y | 0.0% | +56.3% | -56.3% | -3.2% |
| 3Y | +25.8% | +86.1% | -60.3% | +17.8% |
| 5Y | +60.8% | -53.6% | +114.4% | +56.5% |
| All | +282.2% | +883.2% | -601.0% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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