+17.8%
AVGO vs SLB
+68.3%
-50.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.0% | +0.8% | -3.8% | -3.1% |
| 30D | -14.4% | +15.8% | -30.3% | -16.0% |
| 3M | -14.4% | -0.3% | -14.1% | -13.9% |
| 6M | +13.1% | +21.3% | -8.2% | +10.7% |
| YTD | +3.8% | +52.3% | -48.5% | -0.9% |
| 1Y | +17.8% | +63.6% | -45.8% | +8.6% |
| All | +17.8% | +68.3% | -50.6% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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