-3.3%
SLB vs DAL
+142.6%
-145.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.5% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +15.8% | -13.9% | +29.8% | +22.5% |
| 3M | -0.3% | +1.1% | -1.4% | -1.8% |
| 6M | +21.3% | +26.2% | -4.9% | +8.2% |
| YTD | +52.3% | +16.4% | +35.9% | +39.3% |
| 1Y | +63.6% | +33.9% | +29.8% | +40.0% |
| 3Y | +3.8% | +93.4% | -89.6% | -29.2% |
| 5Y | +128.6% | +106.4% | +22.3% | +41.8% |
| All | -3.3% | +142.6% | -145.9% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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