+346.9%
DELL vs SLB
+62.2%
+284.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +8.7% | -1.9% | +10.6% | +9.0% |
| 30D | +16.9% | +7.8% | +9.1% | +16.1% |
| 3M | +40.4% | +2.7% | +37.8% | +39.5% |
| 6M | +267.1% | +22.2% | +244.9% | +253.6% |
| YTD | +329.1% | +51.1% | +278.0% | +310.2% |
| 1Y | +346.9% | +63.3% | +283.6% | +320.8% |
| All | +346.9% | +62.2% | +284.7% | +320.8% |
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