+162.6%
CVX vs LIN
+61.6%
+101.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.0% |
| 7D | +3.3% | -2.1% | +5.5% | +4.0% |
| 30D | +12.9% | -2.4% | +15.3% | +13.7% |
| 3M | +11.7% | -5.6% | +17.3% | +13.4% |
| 6M | +14.1% | -3.4% | +17.5% | +14.7% |
| YTD | +40.7% | +13.1% | +27.6% | +33.8% |
| 1Y | +37.5% | +2.5% | +35.0% | +35.2% |
| 3Y | +43.9% | +27.6% | +16.3% | +31.1% |
| All | +162.6% | +61.6% | +101.1% | +121.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling