+61.9%
LIN vs OXY
+150.6%
-88.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.9% |
| 7D | -2.1% | +1.6% | -3.7% | -2.3% |
| 30D | -2.4% | +11.6% | -14.0% | -3.7% |
| 3M | -5.6% | +2.8% | -8.4% | -6.0% |
| 6M | -3.4% | +13.0% | -16.4% | -5.3% |
| YTD | +13.1% | +47.4% | -34.3% | +7.1% |
| 1Y | +2.5% | +31.5% | -29.0% | -1.7% |
| 3Y | +27.6% | -1.9% | +29.5% | +24.7% |
| All | +61.9% | +150.6% | -88.7% | +43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling