+358.4%
LIN vs OXY
+2.2%
+356.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.1% |
| 7D | -3.5% | -0.5% | -3.0% | -3.4% |
| 30D | -4.1% | +8.5% | -12.6% | -5.3% |
| 3M | -6.4% | +6.0% | -12.4% | -7.5% |
| 6M | -2.4% | +13.0% | -15.4% | -4.8% |
| YTD | +10.9% | +48.9% | -38.0% | +3.4% |
| 1Y | 0.0% | +36.4% | -36.4% | -5.7% |
| 3Y | +25.8% | -2.3% | +28.1% | +23.4% |
| 5Y | +60.8% | +160.6% | -99.8% | +30.5% |
| 10Y | +358.4% | +2.0% | +356.4% | +303.6% |
| All | +358.4% | +2.2% | +356.1% | +303.6% |
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