+37.8%
LIN vs RRC
+40.4%
-2.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | -0.4% |
| 7D | +3.6% | -6.9% | +10.5% | +4.1% |
| 30D | +6.4% | +25.4% | -19.0% | +4.2% |
| 3M | +6.5% | +31.9% | -25.4% | +3.9% |
| 6M | +4.9% | +17.2% | -12.3% | +3.2% |
| YTD | +23.4% | +43.4% | -19.9% | +19.0% |
| 1Y | +26.3% | +36.7% | -10.4% | +22.3% |
| All | +37.8% | +40.4% | -2.6% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling