+130.8%
SLB vs ROIV
+250.7%
-119.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.1% |
| 7D | +0.8% | +0.6% | +0.2% | +0.8% |
| 30D | +15.8% | +1.0% | +14.9% | +15.6% |
| 3M | -0.3% | +18.3% | -18.6% | -1.6% |
| 6M | +21.3% | +18.3% | +3.0% | +19.6% |
| YTD | +52.3% | +61.0% | -8.7% | +46.7% |
| 1Y | +63.6% | +177.9% | -114.3% | +51.4% |
| 3Y | +3.8% | +199.1% | -195.3% | -5.3% |
| All | +130.8% | +250.7% | -119.9% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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