-16.6%
SLB vs SNPS
+702.6%
-719.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.7% | +0.1% |
| 7D | -3.7% | +0.2% | -3.9% | -3.7% |
| 30D | +2.9% | -8.4% | +11.4% | +4.9% |
| 3M | +0.2% | +12.3% | -12.0% | -3.3% |
| 6M | -4.4% | -9.6% | +5.2% | -3.2% |
| YTD | +33.4% | -0.6% | +34.0% | +31.0% |
| 1Y | +40.8% | +18.7% | +22.1% | +32.0% |
| 3Y | +3.2% | -7.6% | +10.7% | -4.9% |
| 5Y | +64.8% | +34.1% | +30.7% | +29.3% |
| 10Y | -16.6% | +691.2% | -707.8% | -64.6% |
| All | -16.6% | +702.6% | -719.2% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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