+417.3%
LIN vs OXY
+9.7%
+407.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | +0.1% | -8.2% | +8.3% | +1.4% |
| 30D | +7.6% | -7.2% | +14.8% | +8.7% |
| 3M | +6.5% | +0.2% | +6.4% | +6.2% |
| 6M | +6.2% | +6.1% | +0.1% | +4.6% |
| YTD | +23.2% | +37.5% | -14.3% | +16.1% |
| 1Y | +25.4% | +37.7% | -12.3% | +18.0% |
| 3Y | +38.3% | -2.8% | +41.0% | +35.6% |
| 5Y | +64.4% | +77.6% | -13.2% | +42.5% |
| 10Y | +417.3% | +9.5% | +407.9% | +341.9% |
| All | +417.3% | +9.7% | +407.6% | +341.9% |
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