+818.8%
SLB vs HAL
+499.3%
+319.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.7% |
| 7D | -7.1% | -12.0% | +4.9% | +0.8% |
| 30D | +4.1% | +0.3% | +3.8% | +4.0% |
| 3M | -2.6% | -1.6% | -1.0% | -1.5% |
| 6M | -8.6% | -20.5% | +11.9% | +6.1% |
| YTD | +32.2% | +14.2% | +18.0% | +21.3% |
| 1Y | +40.7% | +18.9% | +21.8% | +25.9% |
| 3Y | -4.5% | -13.7% | +9.2% | +3.1% |
| 5Y | +66.4% | +42.2% | +24.2% | +31.4% |
| 10Y | -15.1% | -16.7% | +1.6% | -14.7% |
| All | +818.8% | +499.3% | +319.5% | +121.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling