+28.4%
LIN vs XOP
+35.1%
-6.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.9% |
| 7D | -2.1% | +2.6% | -4.7% | -2.4% |
| 30D | -2.4% | +15.4% | -17.9% | -4.2% |
| 3M | -5.6% | +12.1% | -17.6% | -7.0% |
| 6M | -3.4% | +19.7% | -23.1% | -6.2% |
| YTD | +13.1% | +52.4% | -39.3% | +5.2% |
| 1Y | +2.5% | +47.6% | -45.1% | -4.4% |
| All | +28.4% | +35.1% | -6.7% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling