+139.2%
SLB vs QID
-80.7%
+219.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +0.4% | -2.7% | +3.2% | -0.2% |
| 30D | +13.6% | +1.8% | +11.8% | +14.1% |
| 3M | +1.5% | -2.2% | +3.7% | +1.5% |
| 6M | +23.0% | -32.1% | +55.2% | +14.4% |
| YTD | +51.2% | -28.6% | +79.8% | +42.5% |
| 1Y | +63.5% | -36.3% | +99.8% | +50.9% |
| 3Y | +2.5% | -74.4% | +76.9% | -17.3% |
| 5Y | +139.2% | -80.8% | +220.0% | +92.5% |
| All | +139.2% | -80.7% | +219.9% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling