-4.8%
SLB vs WCC
+509.2%
-514.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.8% |
| 7D | +0.4% | +8.5% | -8.1% | -3.0% |
| 30D | +13.6% | -1.0% | +14.6% | +13.7% |
| 3M | +1.5% | +2.1% | -0.6% | -0.8% |
| 6M | +23.0% | +36.8% | -13.8% | +4.9% |
| YTD | +51.2% | +47.7% | +3.5% | +24.3% |
| 1Y | +63.5% | +66.5% | -3.0% | +26.2% |
| 3Y | +2.5% | +134.2% | -131.6% | -37.6% |
| 5Y | +139.2% | +231.6% | -92.5% | +11.2% |
| 10Y | -4.8% | +508.1% | -512.9% | -74.2% |
| All | -4.8% | +509.2% | -514.0% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling