+2,986.0%
KLAC vs SLB
-4.1%
+2,990.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +6.2% | -1.9% | +8.0% | +6.8% |
| 30D | -5.0% | +7.8% | -12.8% | -7.5% |
| 3M | -14.4% | +2.7% | -17.1% | -15.7% |
| 6M | +28.3% | +22.2% | +6.1% | +19.4% |
| YTD | +51.1% | +51.1% | 0.0% | +31.2% |
| 1Y | +100.4% | +63.3% | +37.0% | +69.1% |
| 3Y | +276.3% | +2.4% | +273.9% | +260.3% |
| 5Y | +452.1% | +139.3% | +312.7% | +284.2% |
| 10Y | +2,986.0% | -2.6% | +2,988.6% | +2,167.6% |
| All | +2,986.0% | -4.1% | +2,990.1% | +2,167.6% |
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