+412.1%
LIN vs OXY
+11.9%
+400.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.8% | 0.0% |
| 7D | +2.0% | -5.8% | +7.8% | +2.9% |
| 30D | +7.9% | -5.3% | +13.2% | +8.7% |
| 3M | +6.3% | -2.5% | +8.8% | +6.5% |
| 6M | +6.5% | +8.3% | -1.8% | +4.6% |
| YTD | +23.6% | +40.3% | -16.7% | +16.0% |
| 1Y | +25.7% | +38.8% | -13.1% | +18.1% |
| 3Y | +35.6% | -1.4% | +37.0% | +32.7% |
| 5Y | +65.9% | +92.2% | -26.4% | +41.9% |
| 10Y | +412.1% | +13.7% | +398.4% | +336.7% |
| All | +412.1% | +11.9% | +400.2% | +336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling