+2,991.4%
LIN vs WCC
+1,380.5%
+1,610.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.6% | +8.9% | +1.4% |
| 7D | +3.6% | -21.9% | +25.5% | +8.7% |
| 30D | +6.4% | -25.4% | +31.8% | +12.5% |
| 3M | +6.5% | -23.1% | +29.6% | +11.5% |
| 6M | +4.9% | -18.1% | +22.9% | +7.4% |
| YTD | +23.4% | +17.7% | +5.8% | +15.6% |
| 1Y | +26.3% | +12.4% | +13.9% | +19.3% |
| 3Y | +38.0% | +105.9% | -67.9% | +8.3% |
| 5Y | +68.0% | +116.8% | -48.8% | +25.7% |
| 10Y | +437.1% | +456.1% | -18.9% | +198.0% |
| All | +2,991.4% | +1,380.5% | +1,610.9% | +1,089.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling