+270.0%
INTC vs SLB
-4.1%
+274.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +18.0% | -1.9% | +19.8% | +18.6% |
| 30D | +8.9% | +7.8% | +1.1% | +6.3% |
| 3M | -1.6% | +2.7% | -4.2% | -3.3% |
| 6M | +133.1% | +22.2% | +110.9% | +117.8% |
| YTD | +187.9% | +51.1% | +136.8% | +151.8% |
| 1Y | +334.7% | +63.3% | +271.4% | +270.5% |
| 3Y | +184.2% | +2.4% | +181.8% | +172.3% |
| 5Y | +116.0% | +139.3% | -23.3% | +57.8% |
| 10Y | +270.0% | -2.6% | +272.6% | +202.7% |
| All | +270.0% | -4.1% | +274.1% | +202.7% |
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