+64.2%
CVX vs LIN
+38.0%
+26.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -8.0% | +3.6% | -11.6% | -8.9% |
| 30D | +2.6% | +6.4% | -3.8% | +0.8% |
| 3M | +15.2% | +6.5% | +8.7% | +13.2% |
| 6M | +12.5% | +4.9% | +7.7% | +10.5% |
| YTD | +43.6% | +23.4% | +20.2% | +32.3% |
| 1Y | +45.0% | +26.3% | +18.7% | +32.3% |
| All | +64.2% | +38.0% | +26.2% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling