+432.0%
LIN vs OXY
+16.4%
+415.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | +0.3% | -0.2% | +0.5% | +0.4% |
| 30D | +8.0% | -6.4% | +14.4% | +9.0% |
| 3M | +7.7% | -2.6% | +10.3% | +7.9% |
| 6M | +5.1% | +4.8% | +0.3% | +3.7% |
| YTD | +24.7% | +41.2% | -16.4% | +17.0% |
| 1Y | +25.1% | +39.5% | -14.4% | +17.5% |
| 3Y | +36.8% | -0.8% | +37.7% | +33.8% |
| 5Y | +67.9% | +91.6% | -23.7% | +43.7% |
| All | +432.0% | +16.4% | +415.5% | +355.4% |
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