+63.6%
SLB vs LIN
+2.8%
+60.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.4% |
| 7D | +0.8% | -2.1% | +3.0% | +1.3% |
| 30D | +15.8% | -2.4% | +18.3% | +16.4% |
| 3M | -0.3% | -5.6% | +5.2% | +0.4% |
| 6M | +21.3% | -3.4% | +24.7% | +22.2% |
| YTD | +52.3% | +13.1% | +39.2% | +48.4% |
| 1Y | +63.6% | +2.5% | +61.1% | +58.5% |
| All | +63.6% | +2.8% | +60.8% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 1y: compounded portfolio wealth divided by compounded LIN 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…
1y analysis · Full analysis span regression · 6 months rolling