+431.5%
LIN vs PSX
+368.0%
+63.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | +2.1% | +7.8% | -5.7% | +0.3% |
| 30D | +6.8% | -10.9% | +17.7% | +9.5% |
| 3M | +10.4% | +14.5% | -4.1% | +6.3% |
| 6M | +3.2% | +56.1% | -53.0% | -8.3% |
| YTD | +24.6% | +109.6% | -85.0% | +2.0% |
| 1Y | +24.4% | +95.5% | -71.1% | +3.5% |
| 3Y | +36.7% | +156.2% | -119.4% | +2.9% |
| 5Y | +67.0% | +310.0% | -243.0% | +6.1% |
| All | +431.5% | +368.0% | +63.4% | +185.5% |
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