+38.5%
SLB vs LIN
+25.8%
+12.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -4.3% | +2.0% | -6.3% | -4.7% |
| 30D | +1.9% | +7.9% | -5.9% | +0.1% |
| 3M | -5.7% | +6.3% | -12.0% | -7.2% |
| 6M | -5.3% | +6.5% | -11.8% | -7.3% |
| YTD | +32.2% | +23.6% | +8.6% | +22.5% |
| 1Y | +38.5% | +25.7% | +12.8% | +30.2% |
| All | +38.5% | +25.8% | +12.7% | +30.2% |
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