+249.6%
SLB vs NDAQ
+2,593.6%
-2,344.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -7.1% | +0.8% | -7.9% | -7.4% |
| 30D | +4.1% | +16.5% | -12.4% | -1.2% |
| 3M | -2.6% | +13.5% | -16.1% | -6.9% |
| 6M | -8.6% | +20.9% | -29.5% | -14.8% |
| YTD | +32.2% | +11.4% | +20.8% | +25.6% |
| 1Y | +40.7% | +25.9% | +14.7% | +28.3% |
| 3Y | -4.5% | +119.9% | -124.4% | -28.0% |
| 5Y | +66.4% | +61.7% | +4.6% | +36.4% |
| 10Y | -15.1% | +481.6% | -496.7% | -54.2% |
| All | +249.6% | +2,593.6% | -2,344.0% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling