+0.8%
META vs SLB
+45.4%
-44.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.4% |
| 7D | +2.9% | -4.1% | +6.9% | +2.9% |
| 30D | -15.1% | +2.5% | -17.6% | -15.0% |
| 3M | +7.2% | +2.0% | +5.2% | +7.1% |
| 6M | +3.4% | -6.3% | +9.7% | +4.1% |
| YTD | -4.3% | +36.5% | -40.9% | -6.3% |
| 1Y | +0.8% | +46.2% | -45.5% | -3.0% |
| All | +0.8% | +45.4% | -44.7% | -3.0% |
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