+65.9%
LIN vs VLO
+471.6%
-405.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -1.1% |
| 7D | +0.2% | +6.8% | -6.5% | -0.4% |
| 30D | +6.2% | -17.9% | +24.0% | +8.1% |
| 3M | +9.3% | +13.5% | -4.2% | +7.5% |
| 6M | +4.4% | +53.0% | -48.7% | -1.0% |
| YTD | +23.7% | +133.7% | -110.0% | +10.8% |
| 1Y | +23.5% | +115.7% | -92.2% | +11.6% |
| 3Y | +35.8% | +231.9% | -196.1% | +13.3% |
| 5Y | +65.9% | +471.6% | -405.7% | +30.4% |
| All | +65.9% | +471.6% | -405.7% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling