+361.3%
LIN vs WCC
+471.3%
-110.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.8% | -1.8% |
| 7D | -2.1% | +4.5% | -6.6% | -3.1% |
| 30D | -2.4% | -5.8% | +3.4% | -1.4% |
| 3M | -5.6% | -3.7% | -1.9% | -5.6% |
| 6M | -3.4% | +23.1% | -26.4% | -9.3% |
| YTD | +13.1% | +44.2% | -31.0% | +2.0% |
| 1Y | +2.5% | +62.1% | -59.6% | -10.7% |
| 3Y | +27.6% | +121.1% | -93.5% | -2.4% |
| 5Y | +63.0% | +214.0% | -150.9% | +8.3% |
| All | +361.3% | +471.3% | -110.1% | +131.7% |
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