+427.9%
LIN vs RRC
+71.8%
+356.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | +0.2% | +2.5% | -2.3% | 0.0% |
| 30D | +6.2% | +21.1% | -15.0% | +3.9% |
| 3M | +9.3% | +28.4% | -19.0% | +6.3% |
| 6M | +4.4% | +26.5% | -22.1% | +1.5% |
| YTD | +23.7% | +47.0% | -23.3% | +18.3% |
| 1Y | +23.5% | +35.2% | -11.7% | +18.9% |
| 3Y | +35.8% | +61.0% | -25.2% | +27.1% |
| 5Y | +65.9% | +133.6% | -67.7% | +46.6% |
| All | +427.9% | +71.8% | +356.0% | +316.7% |
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