0.0%
LIN vs OXY
+34.1%
-34.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | -3.5% | -0.5% | -3.0% | -3.4% |
| 30D | -4.1% | +8.5% | -12.6% | -4.4% |
| 3M | -6.4% | +6.0% | -12.4% | -6.4% |
| 6M | -2.4% | +13.0% | -15.4% | -3.4% |
| YTD | +10.9% | +48.9% | -38.0% | +8.1% |
| 1Y | 0.0% | +36.4% | -36.4% | -2.9% |
| All | 0.0% | +34.1% | -34.1% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling