+412.1%
LIN vs VLO
+728.0%
-316.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.6% |
| 7D | +2.0% | -9.5% | +11.5% | +3.9% |
| 30D | +7.9% | -19.1% | +27.0% | +12.0% |
| 3M | +6.3% | +11.4% | -5.1% | +3.3% |
| 6M | +6.5% | +46.7% | -40.3% | -2.6% |
| YTD | +23.6% | +118.6% | -95.0% | +3.1% |
| 1Y | +25.7% | +99.9% | -74.2% | +6.8% |
| 3Y | +35.6% | +210.5% | -174.9% | +1.7% |
| 5Y | +65.9% | +432.7% | -366.8% | +4.8% |
| 10Y | +412.1% | +717.1% | -305.0% | +153.4% |
| All | +412.1% | +728.0% | -316.0% | +153.4% |
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