+66.3%
LIN vs RIG
+49.3%
+17.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +2.0% | -12.2% | +14.2% | +2.8% |
| 30D | +7.9% | -6.0% | +13.9% | +8.1% |
| 3M | +6.3% | -9.4% | +15.7% | +6.7% |
| 6M | +6.5% | -19.1% | +25.6% | +7.5% |
| YTD | +23.6% | +25.4% | -1.8% | +20.5% |
| 1Y | +25.7% | +23.3% | +2.4% | +22.7% |
| 3Y | +35.6% | -22.1% | +57.7% | +33.5% |
| All | +66.3% | +49.3% | +17.1% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 5y: compounded portfolio wealth divided by compounded RIG 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…
5y analysis · Full analysis span regression · 6 months rolling