+4,095.2%
CVX vs LIN
+9,840.7%
-5,745.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | +3.3% | -2.1% | +5.5% | +4.2% |
| 30D | +12.9% | -2.4% | +15.3% | +13.9% |
| 3M | +11.7% | -5.6% | +17.3% | +13.8% |
| 6M | +14.1% | -3.4% | +17.5% | +15.0% |
| YTD | +40.7% | +13.1% | +27.6% | +33.0% |
| 1Y | +37.5% | +2.5% | +35.0% | +34.9% |
| 3Y | +43.9% | +27.6% | +16.3% | +28.5% |
| 5Y | +161.5% | +63.0% | +98.4% | +108.1% |
| 10Y | +215.1% | +359.3% | -144.2% | +70.7% |
| All | +4,095.2% | +9,840.7% | -5,745.5% | +1,265.5% |
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 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