+44.5%
CVX vs LIN
+25.4%
+19.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | -0.1% |
| 7D | -9.7% | +0.2% | -9.9% | -9.7% |
| 30D | +3.6% | +6.5% | -2.8% | +3.4% |
| 3M | +13.3% | +5.5% | +7.9% | +13.1% |
| 6M | +16.9% | +3.3% | +13.6% | +16.4% |
| YTD | +43.4% | +22.0% | +21.4% | +38.5% |
| 1Y | +44.5% | +25.7% | +18.7% | +39.9% |
| All | +44.5% | +25.4% | +19.1% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling