+139.2%
SLB vs MKC
-33.2%
+172.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +0.4% | -4.3% | +4.8% | +1.0% |
| 30D | +13.6% | -2.0% | +15.6% | +13.8% |
| 3M | +1.5% | +10.0% | -8.5% | 0.0% |
| 6M | +23.0% | -18.5% | +41.5% | +26.3% |
| YTD | +51.2% | -22.4% | +73.6% | +56.0% |
| 1Y | +63.5% | -23.6% | +87.1% | +68.9% |
| 3Y | +2.5% | -30.4% | +33.0% | +6.9% |
| 5Y | +139.2% | -34.2% | +173.4% | +156.2% |
| All | +139.2% | -33.2% | +172.4% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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