-2.6%
SLB vs XHB
+202.9%
-205.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.8% |
| 7D | -1.9% | -1.9% | +0.1% | -0.7% |
| 30D | +7.8% | -8.3% | +16.1% | +13.4% |
| 3M | +2.7% | -7.1% | +9.8% | +6.2% |
| 6M | +22.2% | -5.3% | +27.4% | +24.0% |
| YTD | +51.1% | -3.2% | +54.3% | +51.0% |
| 1Y | +63.3% | -13.9% | +77.2% | +75.0% |
| 3Y | +2.4% | +24.9% | -22.5% | -16.9% |
| 5Y | +139.3% | +34.5% | +104.8% | +76.6% |
| 10Y | -2.6% | +215.5% | -218.1% | -60.3% |
| All | -2.6% | +202.9% | -205.5% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded XHB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling