+63.6%
SLB vs O
+11.2%
+52.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +0.8% | -0.7% | +1.6% | +1.1% |
| 30D | +15.8% | -1.9% | +17.7% | +16.5% |
| 3M | -0.3% | +3.8% | -4.2% | -2.2% |
| 6M | +21.3% | -4.7% | +26.1% | +25.2% |
| YTD | +52.3% | +12.5% | +39.8% | +37.1% |
| 1Y | +63.6% | +10.8% | +52.8% | +47.4% |
| All | +63.6% | +11.2% | +52.4% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 1y: compounded portfolio wealth divided by compounded O 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…
1y analysis · Full analysis span regression · 6 months rolling