+36.2%
LIN vs SCCO
+162.8%
-126.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.2% |
| 7D | +0.2% | -4.8% | +5.0% | +0.6% |
| 30D | +6.5% | -15.8% | +22.2% | +7.8% |
| 3M | +5.5% | -10.9% | +16.4% | +6.1% |
| 6M | +3.3% | -5.1% | +8.4% | +3.0% |
| YTD | +22.0% | +23.2% | -1.2% | +17.1% |
| 1Y | +25.7% | +30.7% | -5.0% | +19.7% |
| 3Y | +36.2% | +164.1% | -127.9% | +17.1% |
| All | +36.2% | +162.8% | -126.5% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling