+417.5%
LIN vs WCC
+457.1%
-39.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.6% |
| 7D | +0.2% | -14.7% | +14.9% | +3.2% |
| 30D | +6.5% | -20.1% | +26.5% | +10.8% |
| 3M | +5.5% | -21.2% | +26.6% | +9.7% |
| 6M | +3.3% | -19.2% | +22.5% | +6.1% |
| YTD | +22.0% | +20.2% | +1.8% | +13.4% |
| 1Y | +25.7% | +14.5% | +11.3% | +17.9% |
| 3Y | +36.2% | +115.1% | -78.9% | +3.3% |
| 5Y | +66.1% | +121.5% | -55.4% | +19.2% |
| All | +417.5% | +457.1% | -39.6% | +171.3% |
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