+417.3%
LIN vs PSX
+363.6%
+53.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.0% | +0.3% |
| 7D | +0.1% | -8.0% | +8.1% | +2.0% |
| 30D | +7.6% | -9.0% | +16.6% | +9.7% |
| 3M | +6.5% | +24.7% | -18.2% | +0.4% |
| 6M | +6.2% | +49.3% | -43.1% | -4.6% |
| YTD | +23.2% | +100.2% | -76.9% | +2.0% |
| 1Y | +25.4% | +88.8% | -63.4% | +5.2% |
| 3Y | +38.3% | +152.5% | -114.2% | +4.3% |
| 5Y | +64.4% | +283.2% | -218.8% | +6.3% |
| 10Y | +417.3% | +345.8% | +71.5% | +179.4% |
| All | +417.3% | +363.6% | +53.7% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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