+25.0%
HL vs SLB
+45.4%
-20.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -1.1% | +14.3% | +13.6% |
| 7D | +0.2% | -4.1% | +4.3% | +1.8% |
| 30D | -12.1% | +2.5% | -14.7% | -13.1% |
| 3M | -2.8% | +2.0% | -4.8% | -4.0% |
| 6M | -14.9% | -6.3% | -8.6% | -12.0% |
| YTD | -22.0% | +36.5% | -58.6% | -24.4% |
| 1Y | +25.0% | +46.2% | -21.2% | +24.8% |
| All | +25.0% | +45.4% | -20.4% | +24.8% |
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