+139.2%
SLB vs WCC
+229.6%
-90.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.5% |
| 7D | +0.4% | +8.5% | -8.1% | -2.1% |
| 30D | +13.6% | -1.0% | +14.6% | +13.7% |
| 3M | +1.5% | +2.1% | -0.6% | 0.0% |
| 6M | +23.0% | +36.8% | -13.8% | +9.8% |
| YTD | +51.2% | +47.7% | +3.5% | +31.6% |
| 1Y | +63.5% | +66.5% | -3.0% | +36.3% |
| 3Y | +2.5% | +134.2% | -131.6% | -27.0% |
| 5Y | +139.2% | +231.6% | -92.5% | +34.8% |
| All | +139.2% | +229.6% | -90.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WCC 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling