+65.9%
LIN vs XOP
+79.6%
-13.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +2.0% | -8.4% | +10.4% | +3.5% |
| 30D | +7.9% | -8.4% | +16.2% | +9.3% |
| 3M | +6.3% | +0.2% | +6.1% | +5.9% |
| 6M | +6.5% | +7.2% | -0.7% | +4.4% |
| YTD | +23.6% | +40.8% | -17.2% | +13.9% |
| 1Y | +25.7% | +36.3% | -10.6% | +16.6% |
| 3Y | +35.6% | +37.2% | -1.6% | +23.0% |
| 5Y | +65.9% | +86.6% | -20.8% | +45.3% |
| All | +65.9% | +79.6% | -13.7% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling