+412.1%
LIN vs XOP
+44.9%
+367.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +2.0% | -8.4% | +10.4% | +3.8% |
| 30D | +7.9% | -8.4% | +16.2% | +9.7% |
| 3M | +6.3% | +0.2% | +6.1% | +5.9% |
| 6M | +6.5% | +7.2% | -0.7% | +4.1% |
| YTD | +23.6% | +40.8% | -17.2% | +13.1% |
| 1Y | +25.7% | +36.3% | -10.6% | +15.8% |
| 3Y | +35.6% | +37.2% | -1.6% | +22.6% |
| 5Y | +65.9% | +86.6% | -20.8% | +36.3% |
| 10Y | +412.1% | +44.0% | +368.0% | +282.7% |
| All | +412.1% | +44.9% | +367.1% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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