+4,062.5%
DELL vs SLB
-4.3%
+4,066.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.1% |
| 7D | +25.6% | +0.4% | +25.2% | +25.5% |
| 30D | +17.7% | +13.6% | +4.1% | +12.9% |
| 3M | +33.4% | +1.5% | +31.9% | +32.1% |
| 6M | +266.2% | +23.0% | +243.2% | +239.0% |
| YTD | +328.0% | +51.2% | +276.8% | +269.3% |
| 1Y | +339.6% | +63.5% | +276.1% | +268.3% |
| 3Y | +694.6% | +2.5% | +692.1% | +658.5% |
| 5Y | +1,122.0% | +139.2% | +982.8% | +756.0% |
| 10Y | +4,062.5% | -4.8% | +4,067.2% | +2,935.4% |
| All | +4,062.5% | -4.3% | +4,066.8% | +2,935.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling