+15.7%
SLB vs NXT
+181.9%
-166.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.8% |
| 7D | +0.4% | +2.9% | -2.4% | +0.1% |
| 30D | +13.6% | -17.2% | +30.8% | +15.7% |
| 3M | +1.5% | -32.0% | +33.5% | +5.2% |
| 6M | +23.0% | -15.8% | +38.8% | +23.4% |
| YTD | +51.2% | -1.9% | +53.1% | +48.4% |
| 1Y | +63.5% | +22.5% | +41.0% | +55.5% |
| 3Y | +2.5% | +100.5% | -98.0% | -11.2% |
| All | +15.7% | +181.9% | -166.3% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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