+358.4%
LIN vs SCCO
+1,146.4%
-788.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.9% | -6.9% | -3.1% |
| 7D | -3.5% | +3.4% | -6.9% | -4.3% |
| 30D | -4.1% | +6.6% | -10.7% | -5.9% |
| 3M | -6.4% | +24.5% | -30.9% | -12.2% |
| 6M | -2.4% | +16.5% | -18.9% | -8.2% |
| YTD | +10.9% | +52.1% | -41.2% | -4.5% |
| 1Y | 0.0% | +114.2% | -114.1% | -22.9% |
| 3Y | +25.8% | +207.4% | -181.6% | -17.7% |
| 5Y | +60.8% | +353.7% | -292.9% | -11.8% |
| 10Y | +358.4% | +1,144.5% | -786.2% | +74.5% |
| All | +358.4% | +1,146.4% | -788.1% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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