+34.5%
NXPI vs SLB
+75.0%
-40.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +9.4% | +2.6% | +6.8% | +8.5% |
| 30D | +18.1% | +4.4% | +13.7% | +16.4% |
| 3M | +15.0% | -2.7% | +17.8% | +15.8% |
| 6M | -8.4% | -7.5% | -0.9% | -6.6% |
| YTD | +24.8% | +34.8% | -10.1% | +11.9% |
| 1Y | +33.3% | +44.6% | -11.3% | +16.7% |
| 3Y | +51.0% | +3.2% | +47.8% | +41.0% |
| 5Y | +34.5% | +73.6% | -39.0% | +11.3% |
| All | +34.5% | +75.0% | -40.5% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling