+37.8%
LIN vs VLO
+198.6%
-160.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.5% |
| 7D | +3.6% | -8.7% | +12.3% | +4.0% |
| 30D | +6.4% | -16.2% | +22.6% | +7.2% |
| 3M | +6.5% | +16.2% | -9.7% | +5.1% |
| 6M | +4.9% | +39.8% | -34.9% | +2.0% |
| YTD | +23.4% | +119.0% | -95.5% | +14.7% |
| 1Y | +26.3% | +110.8% | -84.5% | +17.7% |
| All | +37.8% | +198.6% | -160.8% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling