+72.9%
XOM vs LIN
+36.4%
+36.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.5% | +0.6% |
| 7D | -11.4% | +0.2% | -11.6% | -11.5% |
| 30D | +1.1% | +6.5% | -5.4% | -0.6% |
| 3M | +7.8% | +5.5% | +2.3% | +6.2% |
| 6M | +13.0% | +3.3% | +9.7% | +11.6% |
| YTD | +40.6% | +22.0% | +18.6% | +31.1% |
| 1Y | +49.1% | +25.7% | +23.3% | +37.5% |
| 3Y | +72.9% | +36.2% | +36.7% | +57.0% |
| All | +72.9% | +36.4% | +36.5% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling