+130.8%
SLB vs HAL
+104.8%
+26.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | +0.8% | +2.9% | -2.1% | -1.4% |
| 30D | +15.8% | +17.0% | -1.2% | +2.2% |
| 3M | -0.3% | -9.7% | +9.3% | +7.8% |
| 6M | +21.3% | +8.6% | +12.7% | +12.7% |
| YTD | +52.3% | +33.0% | +19.3% | +20.5% |
| 1Y | +63.6% | +68.3% | -4.7% | +5.9% |
| 3Y | +3.8% | +0.1% | +3.7% | +0.2% |
| All | +130.8% | +104.8% | +26.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 5y: compounded portfolio wealth divided by compounded HAL 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…
5y analysis · Full analysis span regression · 6 months rolling