+39.1%
SLB vs DOW
-11.5%
+50.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.8% |
| 7D | -3.7% | -9.4% | +5.7% | +2.6% |
| 30D | +2.9% | +8.9% | -6.0% | -3.1% |
| 3M | +0.2% | +6.7% | -6.5% | -4.6% |
| 6M | -4.4% | -14.2% | +9.8% | +3.7% |
| YTD | +33.4% | +36.9% | -3.5% | -0.8% |
| 1Y | +40.8% | +45.8% | -5.0% | -0.5% |
| 3Y | +3.2% | -23.9% | +27.1% | +10.5% |
| 5Y | +64.8% | -30.8% | +95.6% | +87.7% |
| All | +39.1% | -11.5% | +50.6% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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