+11.4%
SLB vs MGY
+210.4%
-199.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.5% | +3.5% | -6.1% | -4.7% |
| 30D | +7.1% | +5.3% | +1.8% | +3.3% |
| 3M | +0.6% | +2.6% | -2.0% | -2.3% |
| 6M | +17.6% | -3.3% | +20.9% | +17.2% |
| YTD | +48.5% | +29.2% | +19.2% | +22.3% |
| 1Y | +59.4% | +18.0% | +41.4% | +38.8% |
| 3Y | -0.4% | +30.0% | -30.4% | -19.5% |
| 5Y | +133.8% | +92.7% | +41.1% | +42.8% |
| All | +11.4% | +210.4% | -199.0% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 10y: compounded portfolio wealth divided by compounded MGY 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…
10y analysis · Full analysis span regression · 6 months rolling