+361.3%
LIN vs VLO
+886.4%
-525.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | +5.2% | -7.3% | -3.1% |
| 30D | -2.4% | +22.6% | -25.0% | -6.4% |
| 3M | -5.6% | +43.8% | -49.3% | -12.5% |
| 6M | -3.4% | +65.7% | -69.1% | -13.6% |
| YTD | +13.1% | +131.1% | -118.0% | -6.0% |
| 1Y | +2.5% | +143.6% | -141.2% | -16.1% |
| 3Y | +27.6% | +201.4% | -173.8% | -3.0% |
| 5Y | +63.0% | +568.9% | -505.9% | -2.0% |
| All | +361.3% | +886.4% | -525.1% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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