+140.9%
SLB vs WCC
+221.7%
-80.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.0% |
| 7D | +0.8% | +4.5% | -3.6% | -0.5% |
| 30D | +15.8% | -5.8% | +21.6% | +17.7% |
| 3M | -0.3% | -3.7% | +3.3% | 0.0% |
| 6M | +21.3% | +23.1% | -1.7% | +11.9% |
| YTD | +52.3% | +44.2% | +8.2% | +33.6% |
| 1Y | +63.6% | +62.1% | +1.5% | +37.5% |
| 3Y | +3.8% | +121.1% | -117.4% | -24.8% |
| All | +140.9% | +221.7% | -80.8% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling