+63.6%
SLB vs IDXX
-16.0%
+79.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | +0.8% | -3.5% | +4.4% | +1.5% |
| 30D | +15.8% | -8.4% | +24.3% | +17.5% |
| 3M | -0.3% | -5.2% | +4.9% | +0.6% |
| 6M | +21.3% | -17.5% | +38.8% | +25.7% |
| YTD | +52.3% | -20.9% | +73.2% | +58.6% |
| 1Y | +63.6% | -16.4% | +80.0% | +67.0% |
| All | +63.6% | -16.0% | +79.7% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling