-4.5%
SLB vs WCC
+110.7%
-115.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | -0.1% |
| 7D | -7.1% | -14.7% | +7.6% | -3.1% |
| 30D | +4.1% | -20.1% | +24.1% | +10.3% |
| 3M | -2.6% | -21.2% | +18.5% | +3.3% |
| 6M | -8.6% | -19.2% | +10.6% | -4.3% |
| YTD | +32.2% | +20.2% | +12.0% | +21.5% |
| 1Y | +40.7% | +14.5% | +26.2% | +30.9% |
| 3Y | -4.5% | +115.1% | -119.7% | -33.5% |
| All | -4.5% | +110.7% | -115.2% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling