+104.3%
HPE vs SLB
+38.6%
+65.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -9.7% | -4.3% | -5.5% | -8.3% |
| 30D | -34.8% | +1.9% | -36.7% | -34.8% |
| 3M | -12.1% | -5.7% | -6.4% | -10.2% |
| 6M | +53.7% | -5.3% | +59.1% | +57.5% |
| YTD | +101.9% | +32.2% | +69.8% | +93.2% |
| 1Y | +104.3% | +38.5% | +65.8% | +92.5% |
| All | +104.3% | +38.6% | +65.7% | +92.5% |
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