+30.0%
LIN vs PSX
+139.3%
-109.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -2.1% | +4.5% | -6.7% | -2.6% |
| 30D | -2.4% | +26.6% | -29.0% | -4.8% |
| 3M | -5.6% | +39.3% | -44.8% | -9.0% |
| 6M | -3.4% | +56.8% | -60.2% | -8.6% |
| YTD | +13.1% | +101.8% | -88.7% | +3.1% |
| 1Y | +2.5% | +99.6% | -97.1% | -6.8% |
| All | +30.0% | +139.3% | -109.2% | +11.6% |
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