+57.5%
SLB vs DOW
-15.9%
+73.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -1.9% | -6.0% | +4.2% | +2.1% |
| 30D | +7.8% | -2.7% | +10.5% | +9.5% |
| 3M | +2.7% | -10.5% | +13.2% | +9.2% |
| 6M | +22.2% | -12.4% | +34.6% | +26.8% |
| YTD | +51.1% | +30.0% | +21.1% | +16.8% |
| 1Y | +63.3% | +27.8% | +35.5% | +24.9% |
| 3Y | +2.4% | -34.9% | +37.4% | +23.9% |
| 5Y | +139.3% | -35.9% | +175.2% | +189.2% |
| All | +57.5% | -15.9% | +73.4% | +46.9% |
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