+177.3%
XOM vs LIN
+358.9%
-181.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.2% |
| 7D | +1.8% | -2.1% | +3.9% | +2.8% |
| 30D | +5.9% | -2.4% | +8.3% | +7.1% |
| 3M | +5.6% | -5.6% | +11.1% | +8.0% |
| 6M | +7.9% | -3.4% | +11.2% | +8.9% |
| YTD | +35.2% | +13.1% | +22.1% | +26.0% |
| 1Y | +46.0% | +2.5% | +43.5% | +42.6% |
| 3Y | +55.0% | +27.6% | +27.4% | +33.6% |
| 5Y | +246.3% | +63.0% | +183.3% | +154.7% |
| All | +177.3% | +358.9% | -181.5% | +19.7% |
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 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