+204.9%
CVX vs LIN
+418.8%
-213.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.5% |
| 7D | -1.7% | +0.3% | -2.0% | -1.9% |
| 30D | -0.8% | +8.0% | -8.8% | -5.1% |
| 3M | +9.4% | +7.7% | +1.7% | +4.7% |
| 6M | +17.5% | +5.1% | +12.5% | +13.3% |
| YTD | +43.8% | +24.7% | +19.1% | +24.8% |
| 1Y | +41.9% | +25.1% | +16.8% | +22.7% |
| 3Y | +69.1% | +36.8% | +32.3% | +36.4% |
| 5Y | +128.3% | +67.9% | +60.4% | +56.9% |
| 10Y | +204.9% | +427.2% | -222.3% | +10.5% |
| All | +204.9% | +418.8% | -213.9% | +10.5% |
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