+35.8%
LIN vs VLO
+231.8%
-196.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -0.9% |
| 7D | +0.2% | +6.8% | -6.5% | -0.1% |
| 30D | +6.2% | -17.9% | +24.0% | +7.1% |
| 3M | +9.3% | +13.5% | -4.2% | +8.2% |
| 6M | +4.4% | +53.0% | -48.7% | +1.1% |
| YTD | +23.7% | +133.7% | -110.0% | +14.8% |
| 1Y | +23.5% | +115.7% | -92.2% | +15.4% |
| All | +35.8% | +231.8% | -196.0% | +27.5% |
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