+561.8%
ON vs SLB
-4.3%
+566.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.1% |
| 7D | -2.2% | +0.4% | -2.6% | -2.4% |
| 30D | -12.4% | +13.6% | -26.0% | -18.1% |
| 3M | -41.2% | +1.5% | -42.7% | -42.3% |
| 6M | +25.0% | +23.0% | +2.0% | +11.2% |
| YTD | +31.3% | +51.2% | -20.0% | +4.7% |
| 1Y | +45.4% | +63.5% | -18.1% | +11.1% |
| 3Y | -27.4% | +2.5% | -29.9% | -31.7% |
| 5Y | +58.5% | +139.2% | -80.7% | -12.4% |
| 10Y | +561.8% | -4.8% | +566.6% | +300.5% |
| All | +561.8% | -4.3% | +566.1% | +300.5% |
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