+63.3%
SLB vs PSX
+104.4%
-41.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | -1.9% | +1.8% | -3.7% | -2.6% |
| 30D | +7.8% | +21.6% | -13.8% | -1.5% |
| 3M | +2.7% | +46.5% | -43.8% | -14.3% |
| 6M | +22.2% | +62.0% | -39.8% | -4.6% |
| YTD | +51.1% | +106.3% | -55.2% | -3.3% |
| 1Y | +63.3% | +103.0% | -39.6% | +5.2% |
| All | +63.3% | +104.4% | -41.1% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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