+169.3%
RTX vs SLB
+132.5%
+36.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -5.2% | +0.8% | -6.0% | -5.4% |
| 30D | -9.4% | +15.8% | -25.2% | -11.9% |
| 3M | +12.3% | -0.3% | +12.6% | +11.9% |
| 6M | -3.1% | +21.3% | -24.5% | -7.4% |
| YTD | +10.7% | +52.3% | -41.6% | +0.8% |
| 1Y | +28.4% | +63.6% | -35.2% | +14.9% |
| 3Y | +147.1% | +3.8% | +143.3% | +138.3% |
| All | +169.3% | +132.5% | +36.8% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling