-2.6%
SLB vs SPXU
-99.5%
+96.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | +0.4% |
| 7D | -1.9% | +1.3% | -3.1% | -1.4% |
| 30D | +7.8% | +5.1% | +2.7% | +9.9% |
| 3M | +2.7% | -9.1% | +11.8% | -0.5% |
| 6M | +22.2% | -29.6% | +51.7% | +8.8% |
| YTD | +51.1% | -27.7% | +78.8% | +36.8% |
| 1Y | +63.3% | -37.0% | +100.3% | +41.4% |
| 3Y | +2.4% | -80.2% | +82.6% | -36.5% |
| 5Y | +139.3% | -86.0% | +225.4% | +50.9% |
| 10Y | -2.6% | -99.5% | +96.9% | -74.0% |
| All | -2.6% | -99.5% | +96.9% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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