+74.9%
XOM vs LIN
+38.5%
+36.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | -7.3% | +2.0% | -9.3% | -7.8% |
| 30D | -2.6% | +7.9% | -10.5% | -4.6% |
| 3M | +3.6% | +6.3% | -2.7% | +1.8% |
| 6M | +15.3% | +6.5% | +8.8% | +12.8% |
| YTD | +39.4% | +23.6% | +15.8% | +29.5% |
| 1Y | +43.2% | +25.7% | +17.4% | +32.2% |
| 3Y | +74.9% | +35.6% | +39.3% | +59.9% |
| All | +74.9% | +38.5% | +36.5% | +59.9% |
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