+958.5%
SLB vs WEC
+3,978.4%
-3,019.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +15.8% | -1.3% | +17.1% | +16.2% |
| 3M | -0.3% | -3.9% | +3.6% | +0.8% |
| 6M | +21.3% | -8.3% | +29.7% | +24.6% |
| YTD | +52.3% | +3.1% | +49.2% | +50.1% |
| 1Y | +63.6% | +1.9% | +61.7% | +61.5% |
| 3Y | +3.8% | +41.9% | -38.2% | -10.0% |
| 5Y | +128.6% | +30.8% | +97.9% | +100.8% |
| 10Y | -3.1% | +141.9% | -145.0% | -39.0% |
| All | +958.5% | +3,978.4% | -3,019.9% | +144.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling