+4,775.6%
CVX vs SLB
+825.9%
+3,949.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.4% |
| 7D | -9.7% | -7.1% | -2.6% | -6.5% |
| 30D | +3.6% | +4.1% | -0.5% | +1.6% |
| 3M | +13.3% | -2.6% | +16.0% | +14.0% |
| 6M | +16.9% | -8.6% | +25.4% | +20.0% |
| YTD | +43.4% | +32.2% | +11.2% | +22.2% |
| 1Y | +44.5% | +40.7% | +3.8% | +19.4% |
| 3Y | +64.0% | -4.5% | +68.5% | +59.0% |
| 5Y | +126.4% | +66.4% | +60.1% | +61.9% |
| 10Y | +209.4% | -15.1% | +224.5% | +171.5% |
| All | +4,775.6% | +825.9% | +3,949.7% | +1,353.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling