-14.4%
SLB vs NDAQ
+472.7%
-487.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | +2.6% | +1.7% | +0.9% | +1.9% |
| 30D | +4.4% | +16.2% | -11.8% | -2.0% |
| 3M | -2.7% | +14.0% | -16.7% | -8.2% |
| 6M | -7.5% | +22.3% | -29.8% | -15.8% |
| YTD | +34.8% | +13.0% | +21.8% | +25.9% |
| 1Y | +44.6% | +24.0% | +20.6% | +29.4% |
| 3Y | +3.2% | +117.1% | -113.9% | -29.7% |
| 5Y | +73.6% | +67.5% | +6.0% | +30.7% |
| All | -14.4% | +472.7% | -487.1% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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