+417.3%
LIN vs VLO
+791.1%
-373.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.0% | +0.4% |
| 7D | +0.1% | -6.5% | +6.6% | +1.3% |
| 30D | +7.6% | -17.8% | +25.3% | +11.3% |
| 3M | +6.5% | +19.6% | -13.0% | +2.1% |
| 6M | +6.2% | +49.3% | -43.1% | -3.1% |
| YTD | +23.2% | +122.4% | -99.2% | +2.5% |
| 1Y | +25.4% | +107.4% | -82.0% | +5.7% |
| 3Y | +38.3% | +223.1% | -184.8% | +2.8% |
| 5Y | +64.4% | +432.2% | -367.8% | +4.1% |
| 10Y | +417.3% | +743.6% | -326.3% | +153.1% |
| All | +417.3% | +791.1% | -373.7% | +153.1% |
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