+35.6%
LIN vs PSX
+147.1%
-111.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +2.0% | -7.8% | +9.8% | +2.7% |
| 30D | +7.9% | -9.9% | +17.7% | +8.8% |
| 3M | +6.3% | +16.9% | -10.6% | +4.3% |
| 6M | +6.5% | +48.0% | -41.5% | +1.5% |
| YTD | +23.6% | +98.3% | -74.8% | +12.4% |
| 1Y | +25.7% | +86.2% | -60.5% | +15.3% |
| 3Y | +35.6% | +144.0% | -108.4% | +17.2% |
| All | +35.6% | +147.1% | -111.5% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling