+361.3%
LIN vs XOP
+54.1%
+307.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.8% |
| 7D | -2.1% | +2.6% | -4.7% | -2.7% |
| 30D | -2.4% | +15.4% | -17.9% | -5.5% |
| 3M | -5.6% | +12.1% | -17.6% | -8.2% |
| 6M | -3.4% | +19.7% | -23.1% | -7.8% |
| YTD | +13.1% | +52.4% | -39.3% | +2.1% |
| 1Y | +2.5% | +47.6% | -45.1% | -7.1% |
| 3Y | +27.6% | +34.4% | -6.8% | +16.2% |
| 5Y | +63.0% | +154.4% | -91.4% | +24.7% |
| All | +361.3% | +54.1% | +307.2% | +237.2% |
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