+68.5%
LIN vs RIG
+62.5%
+6.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.5% | +0.4% |
| 7D | +2.1% | +5.7% | -3.6% | +1.7% |
| 30D | +6.8% | -0.7% | +7.5% | +6.7% |
| 3M | +10.4% | -3.1% | +13.5% | +10.3% |
| 6M | +3.2% | -16.3% | +19.5% | +3.9% |
| YTD | +24.6% | +34.1% | -9.6% | +21.0% |
| 1Y | +24.4% | +38.2% | -13.8% | +20.5% |
| 3Y | +36.7% | -15.3% | +52.0% | +33.9% |
| All | +68.5% | +62.5% | +6.1% | +56.7% |
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