-3.3%
SLB vs LIN
+358.9%
-362.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.8% |
| 7D | +0.8% | -2.1% | +3.0% | +2.3% |
| 30D | +15.8% | -2.4% | +18.3% | +17.8% |
| 3M | -0.3% | -5.6% | +5.2% | +3.0% |
| 6M | +21.3% | -3.4% | +24.7% | +22.9% |
| YTD | +52.3% | +13.1% | +39.2% | +38.2% |
| 1Y | +63.6% | +2.5% | +61.1% | +58.2% |
| 3Y | +3.8% | +27.6% | -23.8% | -14.5% |
| 5Y | +128.6% | +63.0% | +65.6% | +52.2% |
| All | -3.3% | +358.9% | -362.2% | -65.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling