+46.2%
SLB vs LIN
+27.8%
+18.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -1.6% |
| 7D | -4.1% | +3.3% | -7.3% | -4.8% |
| 30D | +2.5% | +8.8% | -6.2% | +0.5% |
| 3M | +2.0% | +8.6% | -6.6% | 0.0% |
| 6M | -6.3% | +7.0% | -13.4% | -8.3% |
| YTD | +36.5% | +24.3% | +12.3% | +26.3% |
| 1Y | +46.2% | +27.3% | +19.0% | +37.7% |
| All | +46.2% | +27.8% | +18.4% | +37.7% |
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