+65.4%
SLB vs LIN
+68.3%
-2.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.1% | -3.4% |
| 7D | -7.7% | +3.6% | -11.3% | -9.2% |
| 30D | -0.7% | +6.4% | -7.1% | -3.5% |
| 3M | 0.0% | +6.5% | -6.5% | -2.9% |
| 6M | -10.4% | +4.9% | -15.3% | -12.8% |
| YTD | +31.5% | +23.4% | +8.0% | +18.0% |
| 1Y | +39.1% | +26.3% | +12.8% | +23.4% |
| 3Y | -5.7% | +38.0% | -43.7% | -19.0% |
| 5Y | +65.4% | +68.0% | -2.6% | +29.4% |
| All | +65.4% | +68.3% | -2.8% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling