-6.5%
SLB vs OKTA
+620.5%
-626.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.8% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | +4.9% | +13.8% | -8.9% | +3.7% |
| 3M | +1.4% | +48.9% | -47.5% | -1.7% |
| 6M | +17.6% | +114.9% | -97.3% | +10.3% |
| YTD | +48.3% | +97.9% | -49.6% | +39.7% |
| 1Y | +58.7% | +89.7% | -31.0% | +49.8% |
| 3Y | +0.6% | +95.8% | -95.3% | -6.2% |
| 5Y | +133.6% | -32.6% | +166.2% | +124.1% |
| All | -6.5% | +620.5% | -626.9% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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