+270.3%
ORCL vs SLB
-12.7%
+283.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.7% |
| 7D | +8.0% | +3.5% | +4.5% | +7.3% |
| 30D | -4.0% | +6.5% | -10.5% | -5.0% |
| 3M | -19.5% | -0.2% | -19.2% | -19.5% |
| 6M | -33.5% | -5.7% | -27.7% | -33.1% |
| YTD | -34.8% | +36.8% | -71.7% | -39.2% |
| 1Y | -41.6% | +45.8% | -87.4% | -46.3% |
| 3Y | +13.8% | +3.4% | +10.4% | +9.9% |
| 5Y | +43.4% | +76.1% | -32.8% | +20.6% |
| All | +270.3% | -12.7% | +283.0% | +226.4% |
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