+267.0%
RTX vs SLB
-16.2%
+283.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.4% |
| 7D | -5.1% | -7.1% | +2.0% | -3.0% |
| 30D | +5.1% | +4.1% | +1.1% | +3.6% |
| 3M | -14.8% | -2.6% | -12.2% | -14.7% |
| 6M | +8.0% | -8.6% | +16.6% | +9.6% |
| YTD | +4.5% | +32.2% | -27.7% | -7.1% |
| 1Y | +9.8% | +40.7% | -30.8% | -4.5% |
| 3Y | +144.2% | -4.5% | +148.7% | +134.9% |
| 5Y | +131.4% | +66.4% | +65.1% | +68.4% |
| All | +267.0% | -16.2% | +283.3% | +148.9% |
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