+39.9%
KO vs SLB
+39.8%
+0.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.8% | +2.6% | -0.8% | +1.8% |
| 30D | +8.1% | +4.4% | +3.7% | +8.0% |
| 3M | +13.0% | -2.7% | +15.8% | +13.0% |
| 6M | +23.3% | -7.5% | +30.8% | +23.2% |
| YTD | +42.1% | +34.8% | +7.3% | +40.4% |
| 1Y | +39.9% | +44.6% | -4.7% | +35.9% |
| All | +39.9% | +39.8% | +0.1% | +35.9% |
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