+62.5%
SLB vs ALL
+143.1%
-80.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.5% | +5.0% | +1.8% |
| 7D | -7.1% | -1.9% | -5.2% | -6.7% |
| 30D | +4.1% | +13.8% | -9.7% | -0.1% |
| 3M | -2.6% | -7.0% | +4.4% | -0.9% |
| 6M | -8.6% | +18.0% | -26.6% | -14.1% |
| YTD | +32.2% | +24.2% | +8.0% | +21.4% |
| 1Y | +40.7% | +31.2% | +9.5% | +26.6% |
| 3Y | -4.5% | +107.5% | -112.1% | -30.4% |
| All | +62.5% | +143.1% | -80.5% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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