+3.4%
SLB vs O
+39.0%
-35.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +3.5% | -0.4% | +3.9% | +3.6% |
| 30D | +6.5% | +7.1% | -0.6% | +4.5% |
| 3M | -0.2% | -5.2% | +5.0% | +1.1% |
| 6M | -5.7% | -1.8% | -4.0% | -5.5% |
| YTD | +36.8% | +9.1% | +27.8% | +32.8% |
| 1Y | +45.8% | +9.7% | +36.1% | +41.3% |
| 3Y | +3.4% | +39.1% | -35.8% | -6.6% |
| All | +3.4% | +39.0% | -35.6% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling