+431.5%
LIN vs XOP
+53.9%
+377.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +2.1% | +6.3% | -4.2% | +0.8% |
| 30D | +6.8% | -6.6% | +13.4% | +8.1% |
| 3M | +10.4% | +3.6% | +6.8% | +9.2% |
| 6M | +3.2% | +10.8% | -7.6% | +0.2% |
| YTD | +24.6% | +48.3% | -23.7% | +12.8% |
| 1Y | +24.4% | +42.9% | -18.5% | +13.4% |
| 3Y | +36.7% | +43.3% | -6.6% | +22.5% |
| 5Y | +67.0% | +94.0% | -26.9% | +36.1% |
| All | +431.5% | +53.9% | +377.6% | +293.6% |
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