+58.8%
SLB vs DOW
-15.8%
+74.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +2.1% |
| 7D | +0.8% | -2.4% | +3.2% | +2.4% |
| 30D | +15.8% | +0.4% | +15.4% | +15.3% |
| 3M | -0.3% | -14.4% | +14.0% | +9.2% |
| 6M | +21.3% | -7.0% | +28.3% | +20.5% |
| YTD | +52.3% | +30.2% | +22.1% | +17.6% |
| 1Y | +63.6% | +29.2% | +34.4% | +24.0% |
| 3Y | +3.8% | -36.7% | +40.5% | +28.3% |
| 5Y | +128.6% | -37.7% | +166.3% | +183.1% |
| All | +58.8% | -15.8% | +74.6% | +47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling