+151.8%
HPE vs SLB
+62.2%
+89.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +13.6% | -1.9% | +15.5% | +14.1% |
| 30D | +7.7% | +7.8% | -0.1% | +5.3% |
| 3M | +22.4% | +2.7% | +19.7% | +21.2% |
| 6M | +172.6% | +22.2% | +150.4% | +158.4% |
| YTD | +147.5% | +51.1% | +96.4% | +127.4% |
| 1Y | +151.8% | +63.3% | +88.4% | +125.4% |
| All | +151.8% | +62.2% | +89.6% | +125.4% |
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 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