Lineage, Inc. (LINE) Stock Total Returns

Growth of $10,000 chart

2024-07-25 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$5,484
Total Return
-45.16%
CAGR
-27.65%
Dividends
$449.87
Yield on Cost
4.50%

Rolling Returns

1-Month (21 Trading Days)
Average-2.82%
Median-2.97%
Best+23.40%
Worst-22.64%
% of Windows Positive36.6%
1-Year (252 Trading Days)
Average-37.25%
Median-39.62%
Best+5.62%
Worst-54.16%
% of Windows Positive2.8%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -62.23%
Average Drawdown -41.23%
Drawdown Duration 455 Trading Days (Unrecovered)
Sortino Ratio -0.97
Calmar Ratio -0.44
CVaR (5%) -5.08%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +20.31% (+55.06% ann.) +$2031.43 $152.28 $30.45 $0.24
2025 -37.83% $3782.68 $365.30 $73.06 $0.60
2024 partial -26.69% (-50.99% ann.) $2668.99 $112.66 $22.53 $0.18

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial July 25, 2024 – September 17, 2024 +2.01% +14.37% +$200.55 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -46.29% -30.54% $4628.55 $440.65 $88.13 $0.72

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2024-09-30 $0.3800 0.49%
2024-12-31 $0.5280 0.90%
2025-03-31 $0.5280 0.90%
2025-06-30 $0.5280 1.20%
2025-09-30 $0.5280 1.35%
2025-12-31 $0.5280 1.49%
2026-03-31 $0.5330 1.67%
Total 7 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-07-25 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2024-09-30 $47.04 $9.41 $0.08 0.4792
2024-12-31 $65.62 $13.12 $0.10 0.8944
2025-03-31 $66.09 $13.22 $0.11 0.9000
2025-06-30 $66.56 $13.31 $0.11 1.2211
2025-09-30 $67.21 $13.44 $0.11 1.3887
2025-12-31 $67.94 $13.59 $0.11 1.5498
2026-03-31 $69.41 $13.88 $0.11 1.6916
Total $449.87 $89.97 $0.73 8.1249

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

MYPS

CAGR -42.34% Total -95.02% Final $497.76
2020-12-21 — 2026-06-03
VGNT

CAGR 1369.74% Total 64.93% Final $16,493
2026-03-27 — 2026-06-03
DLHC

CAGR -4.13% Total -81.48% Final $1,852
1986-05-29 — 2026-06-03