+210.5%
CVX vs LIN
+358.9%
-148.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.7% |
| 7D | +3.3% | -2.1% | +5.5% | +4.6% |
| 30D | +12.9% | -2.4% | +15.3% | +14.4% |
| 3M | +11.7% | -5.6% | +17.3% | +14.7% |
| 6M | +14.1% | -3.4% | +17.5% | +15.2% |
| YTD | +40.7% | +13.1% | +27.6% | +29.2% |
| 1Y | +37.5% | +2.5% | +35.0% | +33.4% |
| 3Y | +43.9% | +27.6% | +16.3% | +20.4% |
| 5Y | +161.5% | +63.0% | +98.4% | +80.3% |
| All | +210.5% | +358.9% | -148.4% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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