+254.9%
SLB vs WCC
+1,713.7%
-1,458.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.1% |
| 7D | +0.8% | +4.5% | -3.6% | -0.6% |
| 30D | +15.8% | -5.8% | +21.6% | +17.8% |
| 3M | -0.3% | -3.7% | +3.3% | -0.1% |
| 6M | +21.3% | +23.1% | -1.7% | +11.6% |
| YTD | +52.3% | +44.2% | +8.2% | +33.0% |
| 1Y | +63.6% | +62.1% | +1.5% | +36.7% |
| 3Y | +3.8% | +121.1% | -117.4% | -25.5% |
| 5Y | +128.6% | +214.0% | -85.3% | +40.0% |
| 10Y | -3.1% | +472.8% | -475.9% | -54.2% |
| All | +254.9% | +1,713.7% | -1,458.8% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling