+1.8%
SLB vs SE
+372.6%
-370.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | -4.3% | 0.0% | -4.3% | -4.3% |
| 30D | +1.9% | -19.4% | +21.3% | +4.1% |
| 3M | -5.7% | -33.1% | +27.4% | -2.0% |
| 6M | -5.3% | -11.4% | +6.1% | -5.1% |
| YTD | +32.2% | -39.8% | +71.9% | +37.8% |
| 1Y | +38.5% | -50.5% | +89.0% | +47.3% |
| 3Y | +1.1% | +68.9% | -67.7% | -7.5% |
| 5Y | +70.3% | -77.1% | +147.4% | +86.8% |
| All | +1.8% | +372.6% | -370.8% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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