+4,182.3%
CVX vs LIN
+10,749.5%
-6,567.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -8.0% | +3.6% | -11.6% | -9.3% |
| 30D | +2.6% | +6.4% | -3.8% | 0.0% |
| 3M | +15.2% | +6.5% | +8.7% | +12.2% |
| 6M | +12.5% | +4.9% | +7.7% | +9.8% |
| YTD | +43.6% | +23.4% | +20.2% | +31.0% |
| 1Y | +45.0% | +26.3% | +18.7% | +30.9% |
| 3Y | +63.5% | +38.0% | +25.5% | +41.6% |
| 5Y | +126.8% | +68.0% | +58.8% | +78.3% |
| 10Y | +209.8% | +437.1% | -227.3% | +58.0% |
| All | +4,182.3% | +10,749.5% | -6,567.2% | +1,244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling