+10,266.7%
RTX vs SLB
+966.6%
+9,300.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -5.2% | +0.8% | -6.0% | -5.5% |
| 30D | -9.4% | +15.8% | -25.2% | -13.4% |
| 3M | +12.3% | -0.3% | +12.6% | +11.5% |
| 6M | -3.1% | +21.3% | -24.5% | -9.8% |
| YTD | +10.7% | +52.3% | -41.6% | -4.0% |
| 1Y | +28.4% | +63.6% | -35.2% | +8.6% |
| 3Y | +147.1% | +3.8% | +143.3% | +132.8% |
| 5Y | +167.2% | +128.6% | +38.6% | +88.0% |
| 10Y | +274.7% | -3.1% | +277.8% | +207.3% |
| All | +10,266.7% | +966.6% | +9,300.1% | +4,050.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling