+417.3%
LIN vs WCC
+492.1%
-74.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.1% | -7.1% | -0.7% |
| 7D | +0.1% | -5.7% | +5.8% | +0.9% |
| 30D | +7.6% | -13.5% | +21.0% | +10.1% |
| 3M | +6.5% | -12.9% | +19.4% | +8.5% |
| 6M | +6.2% | -10.7% | +16.9% | +6.7% |
| YTD | +23.2% | +30.0% | -6.8% | +12.6% |
| 1Y | +25.4% | +24.7% | +0.7% | +15.4% |
| 3Y | +38.3% | +136.6% | -98.3% | +2.7% |
| 5Y | +64.4% | +143.9% | -79.5% | +15.5% |
| 10Y | +417.3% | +465.9% | -48.6% | +168.6% |
| All | +417.3% | +492.1% | -74.7% | +168.6% |
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