+427.2%
LIN vs RRC
+72.2%
+355.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.8% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | +8.0% | +25.2% | -17.2% | +5.4% |
| 3M | +7.7% | +27.8% | -20.1% | +4.8% |
| 6M | +5.1% | +27.2% | -22.2% | +2.1% |
| YTD | +24.7% | +48.2% | -23.5% | +19.1% |
| 1Y | +25.1% | +34.7% | -9.6% | +20.6% |
| 3Y | +36.8% | +62.2% | -25.4% | +28.0% |
| 5Y | +67.9% | +130.9% | -63.1% | +48.6% |
| 10Y | +427.2% | +73.4% | +353.7% | +311.9% |
| All | +427.2% | +72.2% | +355.0% | +311.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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