+10,545.1%
LIN vs OXY
+1,592.2%
+8,953.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.7% |
| 7D | -2.1% | +1.6% | -3.7% | -2.5% |
| 30D | -2.4% | +11.6% | -14.0% | -5.4% |
| 3M | -5.6% | +2.8% | -8.4% | -6.8% |
| 6M | -3.4% | +13.0% | -16.4% | -7.7% |
| YTD | +13.1% | +47.4% | -34.3% | +0.1% |
| 1Y | +2.5% | +31.5% | -29.0% | -6.9% |
| 3Y | +27.6% | -1.9% | +29.5% | +22.9% |
| 5Y | +63.0% | +148.0% | -84.9% | +12.2% |
| 10Y | +359.3% | +2.3% | +357.0% | +232.8% |
| All | +10,545.1% | +1,592.2% | +8,953.0% | +3,018.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling