+813.6%
SLB vs GEN
+8,824.3%
-8,010.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.6% |
| 7D | -7.7% | +8.5% | -16.3% | -8.8% |
| 30D | -0.7% | +34.2% | -34.9% | -4.9% |
| 3M | 0.0% | +10.0% | -10.0% | -1.9% |
| 6M | -10.4% | +56.8% | -67.2% | -16.6% |
| YTD | +31.5% | +14.2% | +17.2% | +27.4% |
| 1Y | +39.1% | +20.8% | +18.4% | +33.8% |
| 3Y | -5.7% | +84.1% | -89.8% | -14.8% |
| 5Y | +65.4% | +37.1% | +28.4% | +53.8% |
| 10Y | -15.6% | +171.5% | -187.0% | -29.8% |
| All | +813.6% | +8,824.3% | -8,010.6% | +409.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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