+516.0%
ON vs SLB
-15.8%
+531.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.9% | +8.2% | +8.7% |
| 7D | -1.4% | -3.7% | +2.3% | +0.6% |
| 30D | -10.9% | +2.9% | -13.8% | -12.0% |
| 3M | -14.9% | +0.2% | -15.1% | -15.2% |
| 6M | -33.0% | -4.4% | -28.6% | -32.1% |
| YTD | +27.6% | +33.4% | -5.8% | +8.5% |
| 1Y | +44.5% | +40.8% | +3.7% | +19.2% |
| 3Y | +7.4% | +3.2% | +4.2% | +1.5% |
| 5Y | +18.7% | +64.8% | -46.1% | -19.4% |
| 10Y | +516.0% | -16.6% | +532.5% | +295.8% |
| All | +516.0% | -15.8% | +531.8% | +295.8% |
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