+46.7%
SLB vs TE
-78.8%
+125.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.6% | +8.7% | -0.3% |
| 7D | -4.3% | -26.9% | +22.6% | -2.3% |
| 30D | +1.9% | -38.9% | +40.9% | +5.1% |
| 3M | -5.7% | -61.0% | +55.3% | -0.1% |
| 6M | -5.3% | -66.4% | +61.0% | -0.7% |
| YTD | +32.2% | -69.0% | +101.2% | +37.4% |
| 1Y | +38.5% | -54.0% | +92.5% | +38.6% |
| 3Y | +1.1% | +38.0% | -36.9% | -17.2% |
| 5Y | +70.3% | -81.0% | +151.2% | +61.2% |
| All | +46.7% | -78.8% | +125.5% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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