+417.3%
LIN vs SCCO
+844.0%
-426.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.2% | -0.3% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +7.6% | -15.0% | +22.6% | +11.5% |
| 3M | +6.5% | -9.1% | +15.7% | +8.1% |
| 6M | +6.2% | -0.9% | +7.1% | +4.3% |
| YTD | +23.2% | +29.7% | -6.4% | +9.7% |
| 1Y | +25.4% | +38.2% | -12.8% | +9.4% |
| 3Y | +38.3% | +191.5% | -153.2% | -9.8% |
| 5Y | +64.4% | +281.7% | -217.3% | -6.1% |
| 10Y | +417.3% | +830.3% | -413.0% | +116.9% |
| All | +417.3% | +844.0% | -426.7% | +116.9% |
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