+958.5%
SLB vs D
+2,347.4%
-1,388.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +0.8% | +1.5% | -0.6% | +0.1% |
| 30D | +15.8% | -2.6% | +18.4% | +17.1% |
| 3M | -0.3% | 0.0% | -0.4% | -0.7% |
| 6M | +21.3% | +7.4% | +14.0% | +16.5% |
| YTD | +52.3% | +15.9% | +36.4% | +40.9% |
| 1Y | +63.6% | +18.1% | +45.5% | +49.3% |
| 3Y | +3.8% | +58.4% | -54.6% | -20.3% |
| 5Y | +128.6% | +5.2% | +123.4% | +110.6% |
| 10Y | -3.1% | +35.9% | -38.9% | -27.3% |
| All | +958.5% | +2,347.4% | -1,388.9% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling