+3.6%
SLB vs PSX
+1,129.4%
-1,125.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.0% | -1.1% |
| 7D | -3.7% | -8.0% | +4.3% | +1.9% |
| 30D | +2.9% | -9.0% | +12.0% | +9.1% |
| 3M | +0.2% | +24.7% | -24.5% | -15.6% |
| 6M | -4.4% | +49.3% | -53.8% | -29.9% |
| YTD | +33.4% | +100.2% | -66.8% | -21.9% |
| 1Y | +40.8% | +88.8% | -48.1% | -14.1% |
| 3Y | +3.2% | +152.5% | -149.3% | -50.6% |
| 5Y | +64.8% | +283.2% | -218.4% | -41.6% |
| 10Y | -16.6% | +345.8% | -362.4% | -73.4% |
| All | +3.6% | +1,129.4% | -1,125.8% | -74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling