-13.1%
SLB vs DKS
+226.4%
-239.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.8% |
| 7D | +3.5% | +6.3% | -2.8% | +1.9% |
| 30D | +6.5% | +9.3% | -2.8% | +3.9% |
| 3M | -0.2% | -25.3% | +25.1% | +4.9% |
| 6M | -5.7% | -29.2% | +23.5% | -0.2% |
| YTD | +36.8% | -22.7% | +59.6% | +41.1% |
| 1Y | +45.8% | -30.1% | +75.9% | +54.1% |
| 3Y | +3.4% | +45.6% | -42.3% | -12.6% |
| 5Y | +76.1% | +28.5% | +47.7% | +45.4% |
| All | -13.1% | +226.4% | -239.5% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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