+1.1%
SLB vs NXT
+246.1%
-245.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.8% | 0.0% |
| 7D | -7.1% | +32.2% | -39.3% | -9.9% |
| 30D | +4.1% | +21.9% | -17.8% | +1.8% |
| 3M | -2.6% | +6.6% | -9.2% | -3.7% |
| 6M | -8.6% | -16.8% | +8.2% | -7.9% |
| YTD | +32.2% | +20.4% | +11.8% | +26.6% |
| 1Y | +40.7% | -1.5% | +42.2% | +37.6% |
| 3Y | -4.5% | +182.4% | -186.9% | -20.7% |
| All | +1.1% | +246.1% | -245.0% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling