-17.1%
SLB vs WEC
+176.2%
-193.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | +0.8% |
| 7D | -7.1% | -0.2% | -6.9% | -7.1% |
| 30D | +4.1% | +12.3% | -8.2% | +2.6% |
| 3M | -2.6% | +8.3% | -10.9% | -3.7% |
| 6M | -8.6% | +3.5% | -12.0% | -9.0% |
| YTD | +32.2% | +12.7% | +19.5% | +30.0% |
| 1Y | +40.7% | +8.2% | +32.5% | +39.0% |
| 3Y | -4.5% | +55.9% | -60.4% | -10.0% |
| 5Y | +66.4% | +51.2% | +15.1% | +57.2% |
| All | -17.1% | +176.2% | -193.4% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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