+267.4%
RTX vs SLB
-12.7%
+280.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | +4.8% | +3.5% | +1.3% | +3.6% |
| 30D | +6.5% | +6.5% | 0.0% | +4.2% |
| 3M | -9.6% | -0.2% | -9.4% | -10.1% |
| 6M | +12.3% | -5.7% | +18.1% | +13.0% |
| YTD | +9.5% | +36.8% | -27.4% | -3.7% |
| 1Y | +15.8% | +45.8% | -29.9% | -0.4% |
| 3Y | +157.0% | +3.4% | +153.6% | +140.9% |
| 5Y | +148.8% | +76.1% | +72.7% | +77.5% |
| All | +267.4% | -12.7% | +280.1% | +146.5% |
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