+423.5%
LIN vs WCC
+445.3%
-21.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.6% | +8.9% | +1.3% |
| 7D | +3.6% | -21.9% | +25.5% | +8.5% |
| 30D | +6.4% | -25.4% | +31.8% | +12.3% |
| 3M | +6.5% | -23.1% | +29.6% | +11.3% |
| 6M | +4.9% | -18.1% | +22.9% | +7.3% |
| YTD | +23.4% | +17.7% | +5.8% | +15.2% |
| 1Y | +26.3% | +12.4% | +13.9% | +18.9% |
| 3Y | +38.0% | +105.9% | -67.9% | +5.8% |
| 5Y | +68.0% | +116.8% | -48.8% | +21.1% |
| All | +423.5% | +445.3% | -21.8% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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