+320.5%
LIN vs ROKU
+915.9%
-595.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | +0.2% | +3.5% | -3.3% | 0.0% |
| 30D | +6.5% | +5.1% | +1.4% | +6.1% |
| 3M | +5.5% | +7.0% | -1.5% | +5.0% |
| 6M | +3.3% | +25.4% | -22.1% | +1.7% |
| YTD | +22.0% | +48.0% | -25.9% | +18.7% |
| 1Y | +25.7% | +53.1% | -27.4% | +21.9% |
| 3Y | +36.2% | +92.7% | -56.5% | +27.6% |
| 5Y | +66.1% | -42.4% | +108.5% | +59.8% |
| All | +320.5% | +915.9% | -595.5% | +269.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling