+16.5%
SLB vs NXT
+178.8%
-162.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | +0.8% | -1.1% | +1.9% | +0.9% |
| 30D | +15.8% | -15.3% | +31.2% | +17.7% |
| 3M | -0.3% | -43.8% | +43.4% | +5.5% |
| 6M | +21.3% | -18.7% | +40.0% | +22.2% |
| YTD | +52.3% | -3.0% | +55.3% | +49.6% |
| 1Y | +63.6% | +22.7% | +40.9% | +55.5% |
| 3Y | +3.8% | +95.9% | -92.2% | -9.9% |
| All | +16.5% | +178.8% | -162.3% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling